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

Paulson 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	$274K	Sell	1,063 -324	-23%	-$88.9K	0.06%	112
2025 Q4	$387K	Sell	1,387 -550	-28%	-$157K	0.09%	95
2025 Q3	$569K	Sell	1,937 -963	-33%	-$278K	0.13%	77
2025 Q2	$825K	Sell	2,900 -136	-4%	-$35.1K	0.21%	56
2025 Q1	$743K	Sell	3,036 -686	-18%	-$178K	0.21%	49
2024 Q4	$945K	Sell	3,722 -1,681	-31%	-$433K	0.26%	44
2024 Q3	$1.32M	Sell	5,403 -2,191	-29%	-$510K	0.35%	36
2024 Q2	$1.74M	Sell	7,594 -995	-12%	-$228K	0.51%	32
2024 Q1	$2.03M	Sell	8,589 -559	-6%	-$125K	0.6%	28
2023 Q4	$2.01M	Sell	9,148 -267	-3%	-$53.4K	0.64%	29
2023 Q3	$1.83M	Sell	9,415 -95	-1%	-$19.4K	0.64%	27
2023 Q2	$1.96M	Buy	+9,510	New	+$1.84M	0.67%	26

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

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

Paulson Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 23% in Q1 2026, selling an estimated $88.9K and leaving 1,063 shares worth $274K. The position accounts for 0.06% of the portfolio, ranked #112.

Paulson Wealth Management first reported a position in VOT in Q2 2023 and has held it in 12 quarters since. The position peaked at $2.03M in Q1 2024. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Paulson Wealth Management held 1,063 shares of Vanguard Mid-Cap Growth ETF worth $274K as of Q1 2026.
Paulson Wealth Management sold 324 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $88.9K.
Vanguard Mid-Cap Growth ETF made up 0.06% of Paulson Wealth Management's portfolio in Q1 2026, its #112 holding.
Paulson Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2023 and has held it in 12 quarters since.
Paulson Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $2.03M in Q1 2024.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Paulson Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.