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Petix & Botte Financial’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Petix & Botte Financial’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 		$530K Sell
1,029
-1,029
-50% -$282K 0.12% 84
2025
Q4 		$574K Sell
2,058
-78
-4% -$22.3K 0.13% 79
2025
Q3 		$628K Hold
2,136
– – 0.14% 76
2025
Q2 		$607K Hold
2,136
– – 0.15% 76
2025
Q1 		$523K Hold
2,136
– – 0.14% 78
2024
Q4 		$542K Sell
2,136
-76
-3% -$19.6K 0.14% 81
2024
Q3 		$539K Hold
2,212
– – 0.14% 68
2024
Q2 		$508K Sell
2,212
-3,561
-62% -$817K 0.14% 70
2024
Q1 		$1.36M Buy
5,773
+3,471
+151% +$778K 0.34% 57
2023
Q4 		$505K Hold
2,302
– – 0.15% 64
2023
Q3 		$448K Hold
2,302
– – 0.14% 68
2023
Q2 		$474K Buy
2,302
+803
+54% +$156K 0.15% 67
2023
Q1 		$292K Buy
+1,499
New +$287K 0.2% 62
2022
Q3 		$256K Hold
1,499
– – 0.19% 60
2022
Q2 		$263K Sell
1,499
-1,713
-53% -$332K 0.19% 61
2022
Q1 		$716K Buy
3,212
+1,606
+100% +$354K 0.22% 57
2021
Q4 		$409K Sell
1,606
-2,710
-63% -$683K 0.26% 56
2021
Q3 		$1.02M Buy
4,316
+2,089
+94% +$506K 0.35% 44
2021
Q2 		$526K Buy
2,227
+1
+0% +$224 0.37% 45
2021
Q1 		$478K Sell
2,226
-266
-11% -$57.7K 0.35% 50
2020
Q4 		$529K Hold
2,492
– – 0.4% 44
2020
Q3 		$448K Sell
2,492
-3,216
-56% -$567K 0.36% 49
2020
Q2 		$470K Buy
5,708
+2,854
+100% +$432K 0.39% 48
2020
Q1 		$362K Sell
2,854
-502
-15% -$76.2K 0.35% 51
2019
Q4 		$533K Buy
+3,356
New +$512K 0.42% 47

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

Petix & Botte Financial's VOT Position: Q1 2026 in Review

Petix & Botte Financial reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 50% in Q1 2026, selling an estimated $282K and leaving 1,029 shares worth $530K. The position accounts for 0.12% of the portfolio, ranked #84.

Petix & Botte Financial first reported a position in VOT in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.36M in Q1 2024. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Petix & Botte Financial held 1,029 shares of Vanguard Mid-Cap Growth ETF worth $530K as of Q1 2026.
  • Petix & Botte Financial sold 1,029 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $282K.
  • Vanguard Mid-Cap Growth ETF made up 0.12% of Petix & Botte Financial's portfolio in Q1 2026, its #84 holding.
  • Petix & Botte Financial first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • Petix & Botte Financial's Vanguard Mid-Cap Growth ETF position peaked at $1.36M in Q1 2024.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Petix & Botte Financial's 13F filing for Q1 2026, filed 30 Apr 2026.