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NorthRock Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

NorthRock 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 		$701K Buy
2,722
+146
+6% +$40.1K 0.01% 362
2025
Q4 		$719K Buy
2,576
+566
+28% +$162K 0.01% 317
2025
Q3 		$591K Buy
2,010
+3
+0.1% +$865 0.01% 490
2025
Q2 		$572K Hold
2,007
– – 0.01% 369
2025
Q1 		$491K Buy
2,007
+40
+2% +$10.4K 0.02% 353
2024
Q4 		$499K Buy
1,967
+19
+1% +$4.89K 0.02% 358
2024
Q3 		$474K Sell
1,948
-235
-11% -$54.7K 0.02% 377
2024
Q2 		$502K Buy
2,183
+8
+0.4% +$1.83K 0.02% 343
2024
Q1 		$513K Buy
2,175
+12
+0.6% +$2.69K 0.02% 345
2023
Q4 		$475K Buy
2,163
+100
+5% +$20K 0.02% 335
2023
Q3 		$402K Buy
2,063
+32
+2% +$6.53K 0.04% 190
2023
Q2 		$418K Hold
2,031
– – 0.05% 162
2023
Q1 		$396K Sell
2,031
-469
-19% -$89.8K 0.04% 176
2022
Q4 		$449K Buy
2,500
+420
+20% +$76.1K 0.05% 173
2022
Q3 		$355K Hold
2,080
– – 0.04% 177
2022
Q2 		$365K Hold
2,080
– – 0.04% 189
2022
Q1 		$463K Buy
2,080
+7
+0.3% +$1.54K 0.04% 181
2021
Q4 		$528K Sell
2,073
-145
-7% -$36.5K 0.04% 173
2021
Q3 		$524K Buy
2,218
+1
+0% +$242 0.04% 154
2021
Q2 		$524K Hold
2,217
– – 0.04% 132
2021
Q1 		$476K Sell
2,217
-213
-9% -$46.2K 0.04% 126
2020
Q4 		$515K Buy
2,430
+52
+2% +$10.2K 0.05% 125
2020
Q3 		$428K Sell
2,378
-227
-9% -$40K 0.05% 134
2020
Q2 		$430K Sell
2,605
-19
-0.7% -$2.87K 0.05% 129
2020
Q1 		$332K Sell
2,624
-273
-9% -$41.5K 0.05% 133
2019
Q4 		$460K Sell
2,897
-228
-7% -$34.8K 0.05% 161
2019
Q3 		$463K Buy
3,125
+5
+0.2% +$749 0.06% 131
2019
Q2 		$467K Buy
3,120
+455
+17% +$66.4K 0.13% 40
2019
Q1 		$381K Hold
2,665
– – 0.1% 47
2018
Q4 		$319K Hold
2,665
– – 0.1% 59
2018
Q3 		$380K Hold
2,665
– – 0.11% 38
2018
Q2 		$358K Hold
2,665
– – 0.12% 34
2018
Q1 		$345K Sell
2,665
-385
-13% -$50.6K 0.11% 33
2017
Q4 		$390K Hold
3,050
– – 0.12% 32
2017
Q3 		$371K Hold
3,050
– – 0.14% 29
2017
Q2 		$359K Hold
3,050
– – 0.15% 29
2017
Q1 		$344K Hold
3,050
– – 0.15% 26
2016
Q4 		$322K Sell
3,050
-14
-0.5% -$1.47K 0.11% 35
2016
Q3 		$325K Buy
3,064
+14
+0.5% +$1.48K 0.14% 27
2016
Q2 		$311K Hold
3,050
– – 0.14% 29
2016
Q1 		$306K Buy
+3,050
New +$285K 0.16% 26

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

NorthRock Partners's VOT Position: Q1 2026 in Review

NorthRock Partners increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 5.7% in Q1 2026, buying an estimated $40.1K and bringing the position to 2,722 shares worth $701K. The position accounts for 0.01% of the portfolio, ranked #362.

NorthRock Partners first reported a position in VOT in Q1 2016 and has held it in 41 quarters since. The position peaked at $719K in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • NorthRock Partners held 2,722 shares of Vanguard Mid-Cap Growth ETF worth $701K as of Q1 2026.
  • NorthRock Partners bought 146 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $40.1K.
  • Vanguard Mid-Cap Growth ETF made up 0.01% of NorthRock Partners's portfolio in Q1 2026, its #362 holding.
  • NorthRock Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2016 and has held it in 41 quarters since.
  • NorthRock Partners's Vanguard Mid-Cap Growth ETF position peaked at $719K in Q4 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on NorthRock Partners's 13F filing for Q1 2026, filed 15 May 2026.