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Rossby Financial’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Rossby Financial’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 		$115K Buy
441
+166
+60% +$45.6K 0.02% 506
2025
Q4 		$76.8K Buy
275
+23
+9% +$6.58K 0.02% 458
2025
Q3 		$74.1K Buy
252
+4
+2% +$1.15K 0.02% 458
2025
Q2 		$70.5K Sell
248
-228
-48% -$58.8K 0.03% 426
2025
Q1 		$117K Sell
476
-1,981
-81% -$515K 0.05% 313
2024
Q4 		$623K Buy
+2,457
New +$632K 0.39% 64

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

Rossby Financial's VOT Position: Q1 2026 in Review

Rossby Financial increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 60% in Q1 2026, buying an estimated $45.6K and bringing the position to 441 shares worth $115K. The position accounts for 0.02% of the portfolio, ranked #506.

Rossby Financial first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $623K in Q4 2024. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Rossby Financial held 441 shares of Vanguard Mid-Cap Growth ETF worth $115K as of Q1 2026.
  • Rossby Financial bought 166 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $45.6K.
  • Vanguard Mid-Cap Growth ETF made up 0.02% of Rossby Financial's portfolio in Q1 2026, its #506 holding.
  • Rossby Financial first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Rossby Financial's Vanguard Mid-Cap Growth ETF position peaked at $623K in Q4 2024.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Rossby Financial's 13F filing for Q1 2026, filed 11 May 2026.