Opes Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Opes Wealth 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	$14.5M	Buy	56,473 +1,128	+2%	+$310K	2.39%	9
2025 Q4	$15.4M	Buy	55,345 +805	+1%	+$230K	2.52%	8
2025 Q3	$16M	Buy	54,540 +600	+1%	+$173K	2.77%	6
2025 Q2	$15.3M	Buy	53,940 +2,845	+6%	+$734K	2.72%	8
2025 Q1	$12.5M	Buy	51,095 +6,378	+14%	+$1.66M	2.52%	7
2024 Q4	$11.3M	Buy	44,717 +164	+0.4%	+$42.2K	2.33%	9
2024 Q3	$10.8M	Buy	44,553 +220	+0.5%	+$51.2K	2.09%	10
2024 Q2	$10.2M	Buy	44,333 +203	+0.5%	+$46.6K	2.12%	10
2024 Q1	$10.4M	Buy	44,130 +1,803	+4%	+$404K	2.4%	9
2023 Q4	$9.29M	Buy	42,327 +314	+0.7%	+$62.8K	2.23%	9
2023 Q3	$8.18M	Sell	42,013 -1,802	-4%	-$368K	2.27%	9
2023 Q2	$9.02M	Buy	43,815 +490	+1%	+$95K	2.56%	8
2023 Q1	$8.44M	Buy	43,325 +2,705	+7%	+$518K	2.72%	7
2022 Q4	$7.3M	Buy	40,620 +2,040	+5%	+$370K	2.65%	7
2022 Q3	$6.58M	Buy	+38,580	New	+$7.3M	2.63%	9

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

Opes Wealth Management's VOT Position: Q1 2026 in Review

Opes Wealth Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 2% in Q1 2026, buying an estimated $310K and bringing the position to 56,473 shares worth $14.5M. The position accounts for 2.39% of the portfolio, ranked #9.

Opes Wealth Management first reported a position in VOT in Q3 2022 and has held it in 15 quarters since. The position peaked at $16M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Opes Wealth Management held 56,473 shares of Vanguard Mid-Cap Growth ETF worth $14.5M as of Q1 2026.
Opes Wealth Management bought 1,128 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $310K.
Vanguard Mid-Cap Growth ETF made up 2.39% of Opes Wealth Management's portfolio in Q1 2026, its #9 holding.
Opes Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2022 and has held it in 15 quarters since.
Opes Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $16M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Opes Wealth Management's 13F filing for Q1 2026, filed 29 Apr 2026.