Prosperity Consulting Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Prosperity Consulting Group’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	$4.64M	Sell	18,037 -338	-2%	-$92.8K	0.21%	85
2025 Q4	$5.13M	Sell	18,375 -1,151	-6%	-$329K	0.23%	81
2025 Q3	$5.74M	Sell	19,526 -340	-2%	-$98.1K	0.28%	71
2025 Q2	$5.65M	Sell	19,866 -794	-4%	-$205K	0.41%	57
2025 Q1	$5.05M	Sell	20,660 -1,406	-6%	-$366K	0.39%	59
2024 Q4	$5.6M	Sell	22,066 -368	-2%	-$94.7K	0.42%	54
2024 Q3	$5.46M	Buy	+22,434	New	+$5.22M	0.43%	54

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

Prosperity Consulting Group's VOT Position: Q1 2026 in Review

Prosperity Consulting Group reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.8% in Q1 2026, selling an estimated $92.8K and leaving 18,037 shares worth $4.64M. The position accounts for 0.21% of the portfolio, ranked #85.

Prosperity Consulting Group first reported a position in VOT in Q3 2024 and has held it in 7 quarters since. The position peaked at $5.74M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Prosperity Consulting Group held 18,037 shares of Vanguard Mid-Cap Growth ETF worth $4.64M as of Q1 2026.
Prosperity Consulting Group sold 338 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $92.8K.
Vanguard Mid-Cap Growth ETF made up 0.21% of Prosperity Consulting Group's portfolio in Q1 2026, its #85 holding.
Prosperity Consulting Group first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
Prosperity Consulting Group's Vanguard Mid-Cap Growth ETF position peaked at $5.74M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Prosperity Consulting Group's 13F filing for Q1 2026, filed 5 May 2026.