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McAdam LLC’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

McAdam LLC’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 		$53.7M Buy
208,751
+5,546
+3% +$1.52M 2.42% 8
2025
Q4 		$56.7M Buy
203,205
+9,583
+5% +$2.74M 2.6% 8
2025
Q3 		$56.9M Buy
193,622
+7,312
+4% +$2.11M 2.8% 7
2025
Q2 		$53M Buy
186,310
+5,183
+3% +$1.34M 2.9% 6
2025
Q1 		$44.3M Sell
181,127
-3,530
-2% -$918K 2.74% 9
2024
Q4 		$46.9M Buy
184,657
+5,668
+3% +$1.46M 2.56% 8
2024
Q3 		$43.6M Sell
178,989
-4,934
-3% -$1.15M 2.44% 9
2024
Q2 		$42.2M Buy
183,923
+15,767
+9% +$3.62M 2.54% 9
2024
Q1 		$39.6M Buy
168,156
+14,903
+10% +$3.34M 2.54% 9
2023
Q4 		$33.6M Buy
153,253
+10,059
+7% +$2.01M 2.43% 9
2023
Q3 		$27.9M Buy
143,194
+16,629
+13% +$3.4M 2.29% 9
2023
Q2 		$26M Buy
126,565
+15,388
+14% +$2.98M 2.15% 9
2023
Q1 		$21.7M Buy
111,177
+48,480
+77% +$9.28M 1.95% 9
2022
Q4 		$16M Sell
62,697
-25,664
-29% -$4.65M 1.57% 12
2022
Q3 		$15.1M Buy
88,361
+13,189
+18% +$2.5M 1.63% 11
2022
Q2 		$13.2M Sell
75,172
-4,508
-6% -$873K 1.39% 13
2022
Q1 		$17.8M Buy
79,680
+16,983
+27% +$3.75M 1.68% 12
2021
Q4 		$16M Buy
62,697
+11,830
+23% +$2.98M 1.57% 12
2021
Q3 		$12M Buy
50,867
+8,921
+21% +$2.16M 1.34% 15
2021
Q2 		$10.1M Buy
41,946
+22,005
+110% +$4.94M 1.15% 16
2021
Q1 		$4.28M Buy
19,941
+10,169
+104% +$2.21M 0.6% 28
2020
Q4 		$2.12M Buy
+9,772
New +$1.92M 0.33% 44
2018
Q4 		– Sell
-506
Closed -$71K – 603
2018
Q3 		$71K Sell
506
-29
-5% -$4.06K 0.03% 141
2018
Q2 		$72K Sell
535
-196
-27% -$26K 0.03% 124
2018
Q1 		$95K Buy
+731
New +$96K 0.04% 102

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

McAdam LLC's VOT Position: Q1 2026 in Review

McAdam LLC increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 2.7% in Q1 2026, buying an estimated $1.52M and bringing the position to 208,751 shares worth $53.7M. The position accounts for 2.42% of the portfolio, ranked #8.

McAdam LLC first reported a position in VOT in Q1 2018 and has held it in 25 quarters since. The position peaked at $56.9M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • McAdam LLC held 208,751 shares of Vanguard Mid-Cap Growth ETF worth $53.7M as of Q1 2026.
  • McAdam LLC bought 5,546 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.52M.
  • Vanguard Mid-Cap Growth ETF made up 2.42% of McAdam LLC's portfolio in Q1 2026, its #8 holding.
  • McAdam LLC first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2018 and has held it in 25 quarters since.
  • McAdam LLC's Vanguard Mid-Cap Growth ETF position peaked at $56.9M in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on McAdam LLC's 13F filing for Q1 2026, filed 8 May 2026.