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

Ritholtz 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	$816K	Sell	3,170 -42	-1%	-$11.5K	0.01%	615
2025 Q4	$897K	Buy	3,212 +140	+5%	+$40.1K	0.02%	557
2025 Q3	$903K	Hold	3,072	–	–	0.02%	528
2025 Q2	$874K	Sell	3,072 -61	-2%	-$15.7K	0.02%	484
2025 Q1	$766K	Buy	3,133 +1	+0%	+$260	0.02%	469
2024 Q4	$795K	Buy	3,132 +146	+5%	+$37.6K	0.02%	435
2024 Q3	$727K	Buy	+2,986	New	+$695K	0.02%	456
2024 Q2	–	Sell	-938	Closed	-$221K	–	871
2024 Q1	$221K	Buy	+938	New	+$210K	0.01%	723

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

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

Ritholtz Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.3% in Q1 2026, selling an estimated $11.5K and leaving 3,170 shares worth $816K. The position accounts for 0.01% of the portfolio, ranked #615.

Ritholtz Wealth Management first reported a position in VOT in Q1 2024 and has held it in 8 quarters since. The position peaked at $903K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Ritholtz Wealth Management held 3,170 shares of Vanguard Mid-Cap Growth ETF worth $816K as of Q1 2026.
Ritholtz Wealth Management sold 42 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $11.5K.
Vanguard Mid-Cap Growth ETF made up 0.01% of Ritholtz Wealth Management's portfolio in Q1 2026, its #615 holding.
Ritholtz Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2024 and has held it in 8 quarters since.
Ritholtz Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $903K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Ritholtz Wealth Management's 13F filing for Q1 2026, filed 20 Apr 2026.