Pathstone Holdings’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Pathstone Holdings’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	$3.68M	Hold	14,289	–	–	0.01%	706
2025 Q4	$3.99M	Sell	14,289 -150	-1%	-$42.9K	0.02%	658
2025 Q3	$4.25M	Sell	14,439 -1,406	-9%	-$406K	0.02%	623
2025 Q2	$4.5M	Sell	15,845 -994	-6%	-$256K	0.02%	578
2025 Q1	$4.12M	Buy	16,839 +912	+6%	+$237K	0.02%	628
2024 Q4	$4.04M	Buy	15,927 +10,627	+201%	+$2.74M	0.02%	628
2024 Q3	$1.29M	Sell	5,300 -653	-11%	-$152K	0.01%	1231
2024 Q2	$1.37M	Buy	5,953 +185	+3%	+$42.4K	0.01%	1126
2024 Q1	$1.36M	Buy	5,768 +180	+3%	+$40.3K	0.01%	1098
2023 Q4	$1.23M	Buy	+5,588	New	+$1.12M	0.01%	957

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

Pathstone Holdings's VOT Position: Q1 2026 in Review

Pathstone Holdings held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 14,289 shares worth $3.68M. The position accounts for 0.01% of the portfolio, ranked #706.

Pathstone Holdings first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4.5M in Q2 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Pathstone Holdings held 14,289 shares of Vanguard Mid-Cap Growth ETF worth $3.68M as of Q1 2026.
Pathstone Holdings left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Growth ETF made up 0.01% of Pathstone Holdings's portfolio in Q1 2026, its #706 holding.
Pathstone Holdings first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Pathstone Holdings's Vanguard Mid-Cap Growth ETF position peaked at $4.5M in Q2 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Pathstone Holdings's 13F filing for Q1 2026, filed 11 May 2026.