Mission Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Mission Wealth 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	$333K	Hold	1,292	–	–	0.01%	588
2025 Q4	$361K	Sell	1,292 -775	-37%	-$222K	0.01%	569
2025 Q3	$607K	Buy	2,067 +777	+60%	+$224K	0.01%	443
2025 Q2	$367K	Hold	1,290	–	–	0.01%	544
2025 Q1	$316K	Buy	1,290 +1	+0.1%	+$260	0.01%	548
2024 Q4	$327K	Sell	1,289 -1,452	-53%	-$374K	0.01%	534
2024 Q3	$667K	Buy	2,741 +1,147	+72%	+$267K	0.02%	372
2024 Q2	$366K	Sell	1,594 -884	-36%	-$203K	0.01%	488
2024 Q1	$584K	Buy	2,478 +811	+49%	+$182K	0.02%	400
2023 Q4	$366K	Buy	+1,667	New	+$333K	0.01%	437

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

Mission Wealth Management's VOT Position: Q1 2026 in Review

Mission Wealth Management held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 1,292 shares worth $333K. The position accounts for 0.01% of the portfolio, ranked #588.

Mission Wealth Management first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $667K in Q3 2024. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Mission Wealth Management held 1,292 shares of Vanguard Mid-Cap Growth ETF worth $333K as of Q1 2026.
Mission Wealth Management left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Growth ETF made up 0.01% of Mission Wealth Management's portfolio in Q1 2026, its #588 holding.
Mission Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Mission Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $667K in Q3 2024.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Mission Wealth Management's 13F filing for Q1 2026, filed 15 May 2026.