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

Rialto 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 		– Sell
-383
Closed -$107K – 1807
2025
Q4 		$107K Hold
383
– – 0.03% 202
2025
Q3 		$113K Sell
383
-47
-11% -$13.6K 0.03% 190
2025
Q2 		$122K Hold
430
– – 0.03% 183
2025
Q1 		$105K Hold
430
– – 0.03% 188
2024
Q4 		$109K Buy
+430
New +$111K 0.04% 184

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

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

Rialto Wealth Management sold out of Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 383 shares — an estimated $107K sold.

Rialto Wealth Management first reported a position in VOT in Q4 2024 and held it in 5 quarters. The position peaked at $122K in Q2 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Rialto Wealth Management reported no remaining Vanguard Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Rialto Wealth Management sold 383 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $107K.
  • Rialto Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and held it in 5 quarters.
  • Rialto Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $122K in Q2 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Rialto Wealth Management's 13F filing for Q1 2026, filed 14 May 2026.