Lowe Brockenbrough & Co’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Lowe Brockenbrough & Co’s Portfolio VOT Stock Details VOT Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2026 Q1	$2.03M	Sell	7,895 -20	-0.3%	-$5.49K	0.1%	129
2025 Q4	$2.21M	Hold	7,915	–	–	0.11%	120
2025 Q3	$2.33M	Hold	7,915	–	–	0.12%	119
2025 Q2	$2.25M	Hold	7,915	–	–	0.13%	119
2025 Q1	$1.94M	Hold	7,915	–	–	0.13%	125
2024 Q4	$2.01M	Hold	7,915	–	–	0.13%	122
2024 Q3	$1.93M	Hold	7,915	–	–	0.12%	126
2024 Q2	$1.82M	Sell	7,915 -15	-0.2%	-$3.44K	0.12%	129
2024 Q1	$1.87M	Hold	7,930	–	–	0.13%	135
2023 Q4	$1.74M	Hold	7,930	–	–	0.13%	129
2023 Q3	$1.54M	Hold	7,930	–	–	0.12%	139
2023 Q2	$1.63M	Hold	7,930	–	–	0.12%	136
2023 Q1	$1.55M	Hold	7,930	–	–	0.13%	138
2022 Q4	$1.43M	Hold	7,930	–	–	0.12%	148
2022 Q3	$1.35M	Hold	7,930	–	–	0.13%	146
2022 Q2	$1.39M	Hold	7,930	–	–	0.12%	149
2022 Q1	$1.77M	Sell	7,930 -660	-8%	-$146K	0.13%	142
2021 Q4	$2.19M	Hold	8,590	–	–	0.16%	119
2021 Q3	$2.03M	Hold	8,590	–	–	0.16%	130
2021 Q2	$2.03M	Hold	8,590	–	–	0.18%	108
2021 Q1	$1.84M	Hold	8,590	–	–	0.18%	113
2020 Q4	$1.82M	Sell	8,590 -275	-3%	-$54.2K	0.2%	112
2020 Q3	$1.6M	Hold	8,865	–	–	0.2%	112
2020 Q2	$1.46M	Hold	8,865	–	–	0.2%	112
2020 Q1	$1.12M	Hold	8,865	–	–	0.18%	117
2019 Q4	$1.41M	Sell	8,865 -65	-0.7%	-$9.92K	0.17%	126
2019 Q3	$1.32M	Hold	8,930	–	–	0.18%	126
2019 Q2	$1.33M	Hold	8,930	–	–	0.18%	125
2019 Q1	$1.27M	Sell	8,930 -65	-0.7%	-$8.74K	0.18%	124
2018 Q4	$1.08M	Hold	8,995	–	–	0.18%	121
2018 Q3	$1.28M	Sell	8,995 -35	-0.4%	-$4.9K	0.18%	122
2018 Q2	$1.21M	Hold	9,030	–	–	0.18%	122
2018 Q1	$1.17M	Hold	9,030	–	–	0.17%	123
2017 Q4	$1.15M	Hold	9,030	–	–	0.17%	124
2017 Q3	$1.1M	Sell	9,030 -225	-2%	-$26.8K	0.17%	123
2017 Q2	$1.09M	Hold	9,255	–	–	0.17%	116
2017 Q1	$1.04M	Buy	9,255 +225	+2%	+$25K	0.17%	118
2016 Q4	$954K	Hold	9,030	–	–	0.16%	119
2016 Q3	$961K	Sell	9,030 -225	-2%	-$23.8K	0.17%	115
2016 Q2	$943K	Buy	9,255 +225	+2%	+$22.7K	0.16%	114
2016 Q1	$905K	Sell	9,030 -225	-2%	-$21K	0.16%	121
2015 Q4	$923K	Hold	9,255	–	–	0.16%	124
2015 Q3	$900K	Hold	9,255	–	–	0.16%	125
2015 Q2	$986K	Hold	9,255	–	–	0.16%	124
2015 Q1	$1M	Hold	9,255	–	–	0.16%	127
2014 Q4	$940K	Hold	9,255	–	–	0.15%	126
2014 Q3	$891K	Hold	9,255	–	–	0.14%	124
2014 Q2	$892K	Hold	9,255	–	–	0.14%	124
2014 Q1	$857K	Sell	9,255 -570	-6%	-$52.1K	0.14%	125
2013 Q4	$887K	Hold	9,825	–	–	0.15%	122
2013 Q3	$837K	Hold	9,825	–	–	0.15%	123
2013 Q2	$768K	Buy	+9,825	New	+$766K	0.14%	125

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Lowe Brockenbrough & Co's VOT Position: Q1 2026 in Review

Lowe Brockenbrough & Co reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.25% in Q1 2026, selling an estimated $5.49K and leaving 7,895 shares worth $2.03M. The position accounts for 0.1% of the portfolio, ranked #129.

Lowe Brockenbrough & Co first reported a position in VOT in Q2 2013 and has held it in 52 quarters since. The position peaked at $2.33M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Lowe Brockenbrough & Co held 7,895 shares of Vanguard Mid-Cap Growth ETF worth $2.03M as of Q1 2026.
Lowe Brockenbrough & Co sold 20 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $5.49K.
Vanguard Mid-Cap Growth ETF made up 0.1% of Lowe Brockenbrough & Co's portfolio in Q1 2026, its #129 holding.
Lowe Brockenbrough & Co first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
Lowe Brockenbrough & Co's Vanguard Mid-Cap Growth ETF position peaked at $2.33M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Lowe Brockenbrough & Co's 13F filing for Q1 2026, filed 7 May 2026.