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Mosaic Family Wealth Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Mosaic Family Wealth Partners’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 		$5.57M Buy
21,654
+2,347
+12% +$644K 0.57% 24
2025
Q4 		$5.39M Sell
19,307
-186
-1% -$53.2K 0.59% 22
2025
Q3 		$5.72M Buy
19,493
+53
+0.3% +$15.3K 0.67% 19
2025
Q2 		$5.53M Buy
19,440
+4
+0% +$1.03K 0.7% 19
2025
Q1 		$4.75M Buy
19,436
+671
+4% +$174K 0.68% 19
2024
Q4 		$4.76M Sell
18,765
-116
-0.6% -$29.9K 0.69% 21
2024
Q3 		$4.6M Sell
18,881
-176
-0.9% -$41K 0.68% 19
2024
Q2 		$4.37M Sell
19,057
-24
-0.1% -$5.5K 0.7% 21
2024
Q1 		$4.5M Sell
19,081
-99
-0.5% -$22.2K 0.74% 19
2023
Q4 		$4.21M Sell
19,180
-1,328
-6% -$266K 0.73% 23
2023
Q3 		$3.99M Sell
20,508
-28
-0.1% -$5.72K 0.8% 18
2023
Q2 		$4.23M Sell
20,536
-404
-2% -$78.3K 0.83% 19
2023
Q1 		$4.08M Sell
20,940
-486
-2% -$93K 0.85% 19
2022
Q4 		$3.85M Buy
+21,426
New +$3.88M 1.09% 16

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

Mosaic Family Wealth Partners's VOT Position: Q1 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 12% in Q1 2026, buying an estimated $644K and bringing the position to 21,654 shares worth $5.57M. The position accounts for 0.57% of the portfolio, ranked #24.

Mosaic Family Wealth Partners first reported a position in VOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $5.72M in Q3 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Mosaic Family Wealth Partners held 21,654 shares of Vanguard Mid-Cap Growth ETF worth $5.57M as of Q1 2026.
  • Mosaic Family Wealth Partners bought 2,347 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $644K.
  • Vanguard Mid-Cap Growth ETF made up 0.57% of Mosaic Family Wealth Partners's portfolio in Q1 2026, its #24 holding.
  • Mosaic Family Wealth Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Mosaic Family Wealth Partners's Vanguard Mid-Cap Growth ETF position peaked at $5.72M in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.