MidAtlantic Capital Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

MidAtlantic Capital 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
2026 Q1	$3.83M	Sell	14,886 -154	-1%	-$42.3K	2.64%	12
2025 Q4	$4.2M	Buy	15,040 +135	+0.9%	+$38.6K	2.69%	10
2025 Q3	$4.38M	Sell	14,905 -46	-0.3%	-$13.3K	2.99%	9
2025 Q2	$4.25M	Buy	14,951 +40	+0.3%	+$10.3K	3.02%	9
2025 Q1	$3.65M	Buy	14,911 +47	+0.3%	+$12.2K	2.87%	11
2024 Q4	$3.77M	Sell	14,864 -49	-0.3%	-$12.6K	2.76%	11
2024 Q3	$3.63M	Sell	14,913 -172	-1%	-$40.1K	2.65%	11
2024 Q2	$3.46M	Buy	15,085 +92	+0.6%	+$21.1K	2.9%	10
2024 Q1	$3.54M	Sell	14,993 -6	-0%	-$1.34K	3.1%	9
2023 Q4	$3.29M	Buy	+14,999	New	+$3M	3.2%	9

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

MidAtlantic Capital Management's VOT Position: Q1 2026 in Review

MidAtlantic Capital Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 1% in Q1 2026, selling an estimated $42.3K and leaving 14,886 shares worth $3.83M. The position accounts for 2.64% of the portfolio, ranked #12.

MidAtlantic Capital Management first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.38M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

MidAtlantic Capital Management held 14,886 shares of Vanguard Mid-Cap Growth ETF worth $3.83M as of Q1 2026.
MidAtlantic Capital Management sold 154 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $42.3K.
Vanguard Mid-Cap Growth ETF made up 2.64% of MidAtlantic Capital Management's portfolio in Q1 2026, its #12 holding.
MidAtlantic Capital Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
MidAtlantic Capital Management's Vanguard Mid-Cap Growth ETF position peaked at $4.38M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on MidAtlantic Capital Management's 13F filing for Q1 2026, filed 8 May 2026.