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MASECO Private Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

MASECO Private Wealth’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 		$8.57K Hold
33
– – ﹤0.01% 257
2025
Q4 		$9.27K Buy
+33
New +$9.44K ﹤0.01% 348
2025
Q3 		– Sell
-33
Closed -$9.4K – 512
2025
Q2 		$9.4K Buy
+33
New +$8.51K ﹤0.01% 339

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
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

MASECO Private Wealth's VOT Position: Q1 2026 in Review

MASECO Private Wealth held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 33 shares worth $8.57K. The position accounts for ﹤0.01% of the portfolio, ranked #257.

MASECO Private Wealth first reported a position in VOT in Q2 2025 and has held it in 3 quarters since. The position peaked at $9.4K in Q2 2025. 1,053 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • MASECO Private Wealth held 33 shares of Vanguard Mid-Cap Growth ETF worth $8.57K as of Q1 2026.
  • MASECO Private Wealth left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap Growth ETF made up ﹤0.01% of MASECO Private Wealth's portfolio in Q1 2026, its #257 holding.
  • MASECO Private Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • MASECO Private Wealth's Vanguard Mid-Cap Growth ETF position peaked at $9.4K in Q2 2025.
  • 1,053 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on MASECO Private Wealth's 13F filing for Q1 2026, filed 21 Apr 2026.