North Star Investment Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

North Star Investment 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	$95.2K	Hold	370	–	–	0.01%	609
2025 Q4	$103K	Hold	370	–	–	0.01%	547
2025 Q3	$109K	Hold	370	–	–	0.01%	519
2025 Q2	$105K	Hold	370	–	–	0.01%	515
2025 Q1	$90.5K	Hold	370	–	–	0.01%	523
2024 Q4	$93.9K	Hold	370	–	–	0.01%	517
2024 Q3	$90.1K	Hold	370	–	–	0.01%	516
2024 Q2	$84.9K	Hold	370	–	–	0.01%	523
2024 Q1	$87.2K	Hold	370	–	–	0.01%	530
2023 Q4	$81.2K	Hold	370	–	–	0.01%	524
2023 Q3	$72.1K	Hold	370	–	–	0.01%	538
2023 Q2	$76.1K	Hold	370	–	–	0.01%	541
2023 Q1	$72.1K	Hold	370	–	–	0.01%	564
2022 Q4	$66.5K	Hold	370	–	–	0.01%	553
2022 Q3	$63K	Hold	370	–	–	0.01%	505
2022 Q2	$65K	Hold	370	–	–	0.01%	515
2022 Q1	$82K	Hold	370	–	–	0.01%	491
2021 Q4	$94K	Hold	370	–	–	0.01%	496
2021 Q3	$87K	Hold	370	–	–	0.01%	492
2021 Q2	$87K	Hold	370	–	–	0.01%	500
2021 Q1	$79K	Buy	370 +40	+12%	+$8.68K	0.01%	486
2020 Q4	$70K	Hold	330	–	–	0.01%	487
2020 Q3	$59K	Hold	330	–	–	0.01%	488
2020 Q2	$54K	Hold	330	–	–	0.01%	479
2020 Q1	$42K	Hold	330	–	–	0.01%	515
2019 Q4	$52K	Hold	330	–	–	0.01%	552
2019 Q3	$49K	Buy	+330	New	+$49.4K	0.01%	553
2019 Q2	–	Sell	-330	Closed	-$47K	–	920
2019 Q1	$47K	Hold	330	–	–	0.01%	573
2018 Q4	$39K	Buy	330 +50	+18%	+$6.42K	0.01%	560
2018 Q3	$40K	Hold	280	–	–	﹤0.01%	610
2018 Q2	$38K	Buy	280 +50	+22%	+$6.64K	﹤0.01%	618
2018 Q1	$30K	Buy	230 +30	+15%	+$3.94K	﹤0.01%	661
2017 Q4	$26K	Hold	200	–	–	﹤0.01%	680
2017 Q3	$24K	Hold	200	–	–	﹤0.01%	690
2017 Q2	$24K	Hold	200	–	–	﹤0.01%	681
2017 Q1	$23K	Hold	200	–	–	﹤0.01%	667
2016 Q4	$21K	Hold	200	–	–	﹤0.01%	639
2016 Q3	$21K	Buy	200 +90	+82%	+$9.53K	﹤0.01%	539
2016 Q2	$11K	Hold	110	–	–	﹤0.01%	622
2016 Q1	$11K	Hold	110	–	–	﹤0.01%	580
2015 Q4	$11K	Hold	110	–	–	﹤0.01%	576
2015 Q3	$11K	Hold	110	–	–	﹤0.01%	604
2015 Q2	$12K	Hold	110	–	–	﹤0.01%	576
2015 Q1	$12K	Hold	110	–	–	﹤0.01%	578
2014 Q4	$11K	Hold	110	–	–	﹤0.01%	576
2014 Q3	$11K	Hold	110	–	–	﹤0.01%	524
2014 Q2	$11K	Hold	110	–	–	﹤0.01%	562
2014 Q1	$10K	Buy	+110	New	+$10.1K	﹤0.01%	546

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

North Star Investment Management's VOT Position: Q1 2026 in Review

North Star Investment Management held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 370 shares worth $95.2K. The position accounts for 0.01% of the portfolio, ranked #609.

North Star Investment Management first reported a position in VOT in Q1 2014 and has held it in 48 quarters since. The position peaked at $109K in Q3 2025. 1,053 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

North Star Investment Management held 370 shares of Vanguard Mid-Cap Growth ETF worth $95.2K as of Q1 2026.
North Star Investment Management left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Growth ETF made up 0.01% of North Star Investment Management's portfolio in Q1 2026, its #609 holding.
North Star Investment Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2014 and has held it in 48 quarters since.
North Star Investment Management's Vanguard Mid-Cap Growth ETF position peaked at $109K in Q3 2025.
1,053 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on North Star Investment Management's 13F filing for Q1 2026, filed 23 Apr 2026.