Parsons Capital Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Parsons Capital 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	$301K	Sell	1,169 -147	-11%	-$40.3K	0.01%	417
2025 Q4	$367K	Buy	1,316 +5	+0.4%	+$1.43K	0.02%	366
2025 Q3	$385K	Buy	1,311 +195	+17%	+$56.3K	0.02%	353
2025 Q2	$317K	Sell	1,116 -10	-0.9%	-$2.58K	0.02%	361
2025 Q1	$275K	Hold	1,126	–	–	0.02%	379
2024 Q4	$286K	Sell	1,126 -3	-0.3%	-$772	0.02%	384
2024 Q3	$275K	Hold	1,129	–	–	0.02%	390
2024 Q2	$259K	Buy	+1,129	New	+$259K	0.02%	393
2022 Q1	–	Sell	-804	Closed	-$205K	–	445
2021 Q4	$205K	Buy	+804	New	+$203K	0.01%	421

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

Parsons Capital Management's VOT Position: Q1 2026 in Review

Parsons Capital Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 11% in Q1 2026, selling an estimated $40.3K and leaving 1,169 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #417.

Parsons Capital Management first reported a position in VOT in Q4 2021 and has held it in 9 quarters since. The position peaked at $385K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Parsons Capital Management held 1,169 shares of Vanguard Mid-Cap Growth ETF worth $301K as of Q1 2026.
Parsons Capital Management sold 147 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $40.3K.
Vanguard Mid-Cap Growth ETF made up 0.01% of Parsons Capital Management's portfolio in Q1 2026, its #417 holding.
Parsons Capital Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 9 quarters since.
Parsons Capital Management's Vanguard Mid-Cap Growth ETF position peaked at $385K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Parsons Capital Management's 13F filing for Q1 2026, filed 15 Apr 2026.