Planning Directions’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $5.32M | Buy |
20,690
+555
| +3% | +$152K | 2.69% | 11 |
|
|
2025
Q4 | $5.62M | Buy |
20,135
+1,077
| +6% | +$308K | 2.83% | 10 |
|
|
2025
Q3 | $5.6M | Sell |
19,058
-58
| -0.3% | -$16.7K | 2.92% | 10 |
|
|
2025
Q2 | $5.44M | Buy |
19,116
+620
| +3% | +$160K | 3.06% | 9 |
|
|
2025
Q1 | $4.52M | Buy |
18,496
+1,383
| +8% | +$360K | 1.93% | 16 |
|
|
2024
Q4 | $4.34M | Buy |
17,113
+954
| +6% | +$246K | 2.52% | 11 |
|
|
2024
Q3 | $3.93M | Buy |
16,159
+169
| +1% | +$39.4K | 2.34% | 12 |
|
|
2024
Q2 | $3.67M | Buy |
15,990
+437
| +3% | +$100K | 2.5% | 9 |
|
|
2024
Q1 | $3.67M | Buy |
15,553
+1,152
| +8% | +$258K | 2.55% | 8 |
|
|
2023
Q4 | $3.16M | Buy |
14,401
+1,031
| +8% | +$206K | 2.26% | 9 |
|
|
2023
Q3 | $2.6M | Sell |
13,370
-151
| -1% | -$30.8K | 1.99% | 10 |
|
|
2023
Q2 | $2.78M | Buy |
13,521
+1,677
| +14% | +$325K | 2.02% | 9 |
|
|
2023
Q1 | $2.31M | Buy |
11,844
+977
| +9% | +$187K | 1.72% | 13 |
|
|
2022
Q4 | $1.95M | Buy |
10,867
+976
| +10% | +$177K | 1.49% | 13 |
|
|
2022
Q3 | $1.69M | Buy |
9,891
+1,013
| +11% | +$192K | 1.36% | 13 |
|
|
2022
Q2 | $1.56M | Buy |
8,878
+219
| +3% | +$42.4K | 1.19% | 19 |
|
|
2022
Q1 | $1.93M | Sell |
8,659
-568
| -6% | -$125K | 1.35% | 15 |
|
|
2021
Q4 | $2.35M | Buy |
9,227
+203
| +2% | +$51.2K | 1.56% | 14 |
|
|
2021
Q3 | $2.13M | Buy |
9,024
+471
| +6% | +$114K | 1.55% | 15 |
|
|
2021
Q2 | $2.02M | Buy |
8,553
+627
| +8% | +$141K | 1.48% | 15 |
|
|
2021
Q1 | $1.7M | Sell |
7,926
-56
| -0.7% | -$12.1K | 1.34% | 19 |
|
|
2020
Q4 | $1.69M | Buy |
7,982
+23
| +0.3% | +$4.53K | 1.37% | 18 |
|
|
2020
Q3 | $1.43M | Sell |
7,959
-247
| -3% | -$43.6K | 1.26% | 19 |
|
|
2020
Q2 | $1.35M | Buy |
+8,206
| New | +$1.24M | 1.26% | 19 |
|
|
2020
Q1 | – | Sell |
-8,094
| Closed | -$1.28M | – | 100 |
|
|
2019
Q4 | $1.28M | Buy |
8,094
+307
| +4% | +$46.8K | 1.19% | 21 |
|
|
2019
Q3 | $1.15M | Buy |
7,787
+90
| +1% | +$13.5K | 1.11% | 22 |
|
|
2019
Q2 | $1.15M | Sell |
7,697
-227
| -3% | -$33.1K | 1.17% | 24 |
|
|
2019
Q1 | $1.13M | Buy |
7,924
+327
| +4% | +$44K | 1.34% | 22 |
|
|
2018
Q4 | $909K | Sell |
7,597
-87
| -1% | -$11.2K | 1.12% | 23 |
|
|
2018
Q3 | $1.09M | Buy |
7,684
+501
| +7% | +$70.2K | 1.02% | 24 |
|
|
2018
Q2 | $965K | Buy |
7,183
+473
| +7% | +$62.8K | 0.93% | 25 |
|
|
2018
Q1 | $870K | Buy |
+6,710
| New | +$881K | 0.85% | 24 |
|
Other funds holding VOT
EWA
TI
VIA
Planning Directions's VOT Position: Q1 2026 in Review
Planning Directions increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 2.8% in Q1 2026, buying an estimated $152K and bringing the position to 20,690 shares worth $5.32M. The position accounts for 2.69% of the portfolio, ranked #11.
Planning Directions first reported a position in VOT in Q1 2018 and has held it in 32 quarters since. The position peaked at $5.62M in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.
- Planning Directions held 20,690 shares of Vanguard Mid-Cap Growth ETF worth $5.32M as of Q1 2026.
- Planning Directions bought 555 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $152K.
- Vanguard Mid-Cap Growth ETF made up 2.69% of Planning Directions's portfolio in Q1 2026, its #11 holding.
- Planning Directions first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2018 and has held it in 32 quarters since.
- Planning Directions's Vanguard Mid-Cap Growth ETF position peaked at $5.62M in Q4 2025.
- 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.
Based on Planning Directions's 13F filing for Q1 2026, filed 15 Apr 2026.