Mainsail Asset Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Mainsail Asset Management’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
2025 Q4	–	Sell	-719	Closed	-$211K	–	122
2025 Q3	$211K	Buy	+719	New	+$207K	0.09%	86
2025 Q1	–	Sell	-1,311	Closed	-$333K	–	69
2024 Q4	$333K	Buy	1,311 +433	+49%	+$111K	0.23%	43
2024 Q3	$214K	Buy	+878	New	+$204K	0.16%	57

Other funds holding VOT

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

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

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

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 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

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

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

VIA

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

Mainsail Asset Management's VOT Position: Q4 2025 in Review

Mainsail Asset Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q4 2025, closing a stake of 719 shares — an estimated $211K sold.

Mainsail Asset Management first reported a position in VOT in Q3 2024 and held it in 3 quarters. The position peaked at $333K in Q4 2024. 1,075 funds tracked by Wall St. Rank hold VOT as of Q4 2025.

Mainsail Asset Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q4 2025 after selling out during the quarter.
Mainsail Asset Management sold 719 Vanguard Mid-Cap Growth ETF shares in Q4 2025, an estimated $211K.
Mainsail Asset Management first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2024 and held it in 3 quarters.
Mainsail Asset Management's Vanguard Mid-Cap Growth ETF position peaked at $333K in Q4 2024.
1,075 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q4 2025.

Based on Mainsail Asset Management's 13F filing for Q4 2025, filed 5 Feb 2026.