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NWAM LLC’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

NWAM LLC’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 		$4.79M Buy
18,604
+797
+4% +$219K 0.28% 90
2025
Q4 		$4.99M Buy
17,807
+223
+1% +$63.8K 0.28% 86
2025
Q3 		$5.16M Buy
17,584
+126
+0.7% +$36.4K 0.28% 89
2025
Q2 		$4.99M Buy
17,458
+2,118
+14% +$546K 0.29% 83
2025
Q1 		$3.75M Sell
15,340
-3,602
-19% -$937K 0.32% 71
2024
Q4 		$4.81M Sell
18,942
-678
-3% -$175K 0.3% 78
2024
Q3 		$4.78M Buy
+19,620
New +$4.57M 0.29% 80
2024
Q2 		– Sell
-18,719
Closed -$4.39M – 533
2024
Q1 		$4.39M Sell
18,719
-1,521
-8% -$341K 0.35% 60
2023
Q4 		$4.44M Buy
20,240
+12,613
+165% +$2.52M 0.36% 68
2023
Q3 		$1.49M Sell
7,627
-16,175
-68% -$3.3M 0.15% 138
2023
Q2 		$4.9M Buy
23,802
+8,773
+58% +$1.7M 0.4% 55
2023
Q1 		$2.93M Sell
15,029
-8,662
-37% -$1.66M 0.3% 88
2022
Q4 		$4.26M Buy
23,691
+2,477
+12% +$449K 0.38% 67
2022
Q3 		$3.62M Buy
21,214
+485
+2% +$91.8K 0.35% 69
2022
Q2 		$3.67M Buy
20,729
+846
+4% +$164K 0.34% 68
2022
Q1 		$4.43M Buy
19,883
+287
+1% +$63.4K 0.34% 78
2021
Q4 		$4.99M Sell
19,596
-188
-1% -$47.4K 0.39% 54
2021
Q3 		$4.67M Buy
19,784
+34
+0.2% +$8.23K 0.42% 55
2021
Q2 		$4.67M Sell
19,750
-522
-3% -$117K 0.43% 56
2021
Q1 		$4.35M Sell
20,272
-285
-1% -$61.8K 0.43% 55
2020
Q4 		$4.36M Sell
20,557
-250
-1% -$49.2K 0.5% 44
2020
Q3 		$3.75M Sell
20,807
-341
-2% -$60.1K 0.62% 48
2020
Q2 		$3.49M Buy
21,148
+105
+0.5% +$15.9K 0.49% 48
2020
Q1 		$2.67K Buy
21,043
+946
+5% +$144K 0.07% 73
2019
Q4 		$3.19M Buy
20,097
+34
+0.2% +$5.19K 0.55% 35
2019
Q3 		$2.97M Buy
20,063
+255
+1% +$38.2K 0.56% 38
2019
Q2 		$2.96M Buy
19,808
+44
+0.2% +$6.42K 0.59% 35
2019
Q1 		$2.82M Sell
19,764
-111
-0.6% -$14.9K 0.61% 36
2018
Q4 		$2.38M Buy
19,875
+1,096
+6% +$141K 0.61% 37
2018
Q3 		$2.68M Buy
18,779
+139
+0.7% +$19.5K 0.6% 34
2018
Q2 		$2.5M Sell
18,640
-2,417
-11% -$321K 0.59% 34
2018
Q1 		$2.73M Buy
21,057
+683
+3% +$89.7K 0.69% 32
2017
Q4 		$2.6M Sell
20,374
-195
-0.9% -$24.5K 0.66% 37
2017
Q3 		$2.5M Sell
20,569
-291
-1% -$34.7K 0.65% 38
2017
Q2 		$2.46M Buy
20,860
+2,369
+13% +$275K 0.43% 37
2017
Q1 		$2.09M Buy
18,491
+6,221
+51% +$692K 0.64% 35
2016
Q4 		$1.3M Buy
12,270
+1,051
+9% +$110K 0.43% 56
2016
Q3 		$1.19M Buy
11,219
+495
+5% +$52.4K 0.09% 64
2016
Q2 		$1.09M Sell
10,724
-255
-2% -$25.8K 0.43% 61
2016
Q1 		$1.1M Buy
10,979
+3,208
+41% +$299K 0.44% 58
2015
Q4 		$775K Buy
7,771
+3,771
+94% +$382K 0.32% 78
2015
Q3 		$352K Hold
4,000
– – 0.29% 80
2015
Q2 		$376K Buy
4,000
+585
+17% +$63.4K 0.16% 143
2015
Q1 		$369K Buy
+3,415
New +$356K 0.16% 151
2014
Q4 		– Sell
-2,523
Closed -$243K – 290
2014
Q3 		$243K Sell
2,523
-68
-3% -$6.59K 0.09% 226
2014
Q2 		$250K Buy
+2,591
New +$240K 0.08% 239
2014
Q1 		– Sell
-2,928
Closed -$264K – 283
2013
Q4 		$264K Buy
2,928
+116
+4% +$10.1K 0.14% 136
2013
Q3 		$240K Buy
+2,812
New +$233K 0.12% 149

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

NWAM LLC's VOT Position: Q1 2026 in Review

NWAM LLC increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 4.5% in Q1 2026, buying an estimated $219K and bringing the position to 18,604 shares worth $4.79M. The position accounts for 0.28% of the portfolio, ranked #90.

NWAM LLC first reported a position in VOT in Q3 2013 and has held it in 48 quarters since. The position peaked at $5.16M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • NWAM LLC held 18,604 shares of Vanguard Mid-Cap Growth ETF worth $4.79M as of Q1 2026.
  • NWAM LLC bought 797 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $219K.
  • Vanguard Mid-Cap Growth ETF made up 0.28% of NWAM LLC's portfolio in Q1 2026, its #90 holding.
  • NWAM LLC first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2013 and has held it in 48 quarters since.
  • NWAM LLC's Vanguard Mid-Cap Growth ETF position peaked at $5.16M in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on NWAM LLC's 13F filing for Q1 2026, filed 4 May 2026.