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Peterson Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Peterson Wealth Advisors’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 		$378K Sell
1,468
-234
-14% -$64.2K 0.05% 76
2025
Q4 		$475K Buy
1,702
+603
+55% +$173K 0.06% 69
2025
Q3 		$323K Buy
1,099
+89
+9% +$25.7K 0.05% 87
2025
Q2 		$287K Sell
1,010
-7
-0.7% -$1.8K 0.05% 83
2025
Q1 		$224K Buy
+1,017
New +$264K 0.04% 84

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

Peterson Wealth Advisors's VOT Position: Q1 2026 in Review

Peterson Wealth Advisors reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 14% in Q1 2026, selling an estimated $64.2K and leaving 1,468 shares worth $378K. The position accounts for 0.05% of the portfolio, ranked #76.

Peterson Wealth Advisors first reported a position in VOT in Q1 2025 and has held it in 5 quarters since. The position peaked at $475K in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Peterson Wealth Advisors held 1,468 shares of Vanguard Mid-Cap Growth ETF worth $378K as of Q1 2026.
  • Peterson Wealth Advisors sold 234 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $64.2K.
  • Vanguard Mid-Cap Growth ETF made up 0.05% of Peterson Wealth Advisors's portfolio in Q1 2026, its #76 holding.
  • Peterson Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Peterson Wealth Advisors's Vanguard Mid-Cap Growth ETF position peaked at $475K in Q4 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Peterson Wealth Advisors's 13F filing for Q1 2026, filed 9 Apr 2026.