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

MMA 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
2026
Q1 		– Sell
-20,054
Closed -$5.6M – 199
2025
Q4 		$5.6M Buy
20,054
+480
+2% +$137K 2% 6
2025
Q3 		$5.75M Sell
19,574
-2,353
-11% -$679K 1.92% 7
2025
Q2 		$6.24M Buy
21,927
+3,734
+21% +$963K 2.39% 6
2025
Q1 		$4.45M Buy
18,193
+766
+4% +$199K 1.87% 17
2024
Q4 		$4.42M Sell
17,427
-16,057
-48% -$4.13M 1.93% 15
2024
Q3 		$7.37M Buy
33,484
+8,123
+32% +$1.89M 1.97% 15
2024
Q2 		$5.82M Buy
25,361
+1,001
+4% +$230K 2.73% 13
2024
Q1 		$5.58M Buy
24,360
+8,064
+49% +$1.81M 2.62% 12
2023
Q4 		$3.58M Buy
16,296
+331
+2% +$66.2K 1.89% 14
2023
Q3 		$3.11M Buy
15,965
+3,584
+29% +$732K 1.8% 13
2023
Q2 		$2.55M Buy
12,381
+351
+3% +$68K 1.49% 17
2023
Q1 		$2.34M Buy
12,030
+793
+7% +$152K 1.68% 17
2022
Q4 		$2.02M Sell
11,237
-344
-3% -$62.3K 1.65% 17
2022
Q3 		$1.98M Buy
11,581
+806
+7% +$153K 1.71% 14
2022
Q2 		$1.89M Sell
10,775
-766
-7% -$148K 1.63% 16
2022
Q1 		$2.09M Buy
+11,541
New +$2.55M 1.65% 15

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

MMA Asset Management's VOT Position: Q1 2026 in Review

MMA Asset Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 20,054 shares — an estimated $5.6M sold.

MMA Asset Management first reported a position in VOT in Q1 2022 and held it in 16 quarters. The position peaked at $7.37M in Q3 2024. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • MMA Asset Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • MMA Asset Management sold 20,054 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $5.6M.
  • MMA Asset Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2022 and held it in 16 quarters.
  • MMA Asset Management's Vanguard Mid-Cap Growth ETF position peaked at $7.37M in Q3 2024.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on MMA Asset Management's 13F filing for Q1 2026, filed 8 Apr 2026.