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

&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 		$18.8M Buy
73,021
+8,652
+13% +$2.37M 0.09% 202
2025
Q4 		$18M Buy
64,369
+2,730
+4% +$781K 0.09% 192
2025
Q3 		$18.1M Buy
61,639
+2,777
+5% +$801K 0.12% 164
2025
Q2 		$16.7M Buy
58,862
+12,515
+27% +$3.23M 0.13% 161
2025
Q1 		$11.3M Buy
46,347
+8,303
+22% +$2.16M 0.12% 165
2024
Q4 		$9.87M Buy
38,044
+28,896
+316% +$7.44M 0.12% 174
2024
Q3 		$2.23M Buy
9,148
+3,361
+58% +$783K 0.04% 347
2024
Q2 		$1.33M Buy
5,787
+4,528
+360% +$1.04M 0.06% 277
2024
Q1 		$297K Buy
+1,259
New +$282K 0.04% 367

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

&Partners's VOT Position: Q1 2026 in Review

&Partners increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 13% in Q1 2026, buying an estimated $2.37M and bringing the position to 73,021 shares worth $18.8M. The position accounts for 0.09% of the portfolio, ranked #202.

&Partners first reported a position in VOT in Q1 2024 and has held it in 9 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • &Partners held 73,021 shares of Vanguard Mid-Cap Growth ETF worth $18.8M as of Q1 2026.
  • &Partners bought 8,652 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $2.37M.
  • Vanguard Mid-Cap Growth ETF made up 0.09% of &Partners's portfolio in Q1 2026, its #202 holding.
  • &Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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