Rosenblum Silverman Sutton’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Rosenblum Silverman Sutton’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	$1.02M	Buy	3,952 +805	+26%	+$221K	0.27%	50
2025 Q4	$878K	Buy	3,147 +382	+14%	+$109K	0.2%	53
2025 Q3	$812K	Buy	2,765 +300	+12%	+$86.5K	0.19%	52
2025 Q2	$701K	Sell	2,465 -9	-0.4%	-$2.32K	0.17%	54
2025 Q1	$605K	Buy	2,474 +488	+25%	+$127K	0.17%	56
2024 Q4	$504K	Buy	1,986 +148	+8%	+$38.1K	0.13%	61
2024 Q3	$447K	Buy	1,838 +160	+10%	+$37.3K	0.11%	64
2024 Q2	$385K	Buy	1,678 +370	+28%	+$84.9K	0.1%	63
2024 Q1	$308K	Buy	+1,308	New	+$293K	0.09%	67
2022 Q2	–	Sell	-945	Closed	-$211K	–	78
2022 Q1	$211K	Buy	+945	New	+$209K	0.05%	70

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

Rosenblum Silverman Sutton's VOT Position: Q1 2026 in Review

Rosenblum Silverman Sutton increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 26% in Q1 2026, buying an estimated $221K and bringing the position to 3,952 shares worth $1.02M. The position accounts for 0.27% of the portfolio, ranked #50.

Rosenblum Silverman Sutton first reported a position in VOT in Q1 2022 and has held it in 10 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Rosenblum Silverman Sutton held 3,952 shares of Vanguard Mid-Cap Growth ETF worth $1.02M as of Q1 2026.
Rosenblum Silverman Sutton bought 805 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $221K.
Vanguard Mid-Cap Growth ETF made up 0.27% of Rosenblum Silverman Sutton's portfolio in Q1 2026, its #50 holding.
Rosenblum Silverman Sutton first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2022 and has held it in 10 quarters since.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q1 2026, filed 13 May 2026.