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RWA Wealth Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

RWA Wealth Partners’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 		$7.72M Sell
29,980
-918
-3% -$252K 0.08% 125
2025
Q4 		$8.63M Sell
30,898
-308
-1% -$88.1K 0.09% 121
2025
Q3 		$9.17M Sell
31,206
-518
-2% -$149K 0.1% 121
2025
Q2 		$9.02M Sell
31,724
-496
-2% -$128K 0.11% 113
2025
Q1 		$7.88M Sell
32,220
-318
-1% -$82.7K 0.1% 115
2024
Q4 		$8.26M Buy
32,538
+9
+0% +$2.32K 0.1% 112
2024
Q3 		$7.92M Sell
32,529
-2,919
-8% -$680K 0.1% 112
2024
Q2 		$8.14M Buy
35,448
+310
+0.9% +$71.1K 0.11% 109
2024
Q1 		$8.29M Buy
35,138
+148
+0.4% +$33.2K 0.11% 106
2023
Q4 		$7.68M Sell
34,990
-1,970
-5% -$394K 0.11% 105
2023
Q3 		$7.2M Buy
36,960
+2,126
+6% +$434K 0.16% 68
2023
Q2 		$7.17M Sell
34,834
-516
-1% -$100K 0.16% 60
2023
Q1 		$6.89M Sell
35,350
-335
-0.9% -$64.1K 0.17% 55
2022
Q4 		$6.69M Sell
35,685
-60,771
-63% -$11M 0.17% 60
2022
Q3 		$16.4M Buy
96,456
+5,400
+6% +$1.02M 1.16% 15
2022
Q2 		$16M Sell
91,056
-4,437
-5% -$859K 1.08% 15
2022
Q1 		$21.3M Buy
95,493
+1,298
+1% +$287K 1.38% 17
2021
Q4 		$24M Buy
94,195
+1,459
+2% +$368K 1.61% 13
2021
Q3 		$21.9M Buy
92,736
+1,837
+2% +$445K 1.64% 13
2021
Q2 		$21.5M Buy
90,899
+936
+1% +$210K 1.6% 13
2021
Q1 		$19.3M Sell
89,963
-3,957
-4% -$858K 1.56% 14
2020
Q4 		$19.9M Buy
93,920
+1,739
+2% +$342K 1.77% 12
2020
Q3 		$16.6M Buy
92,181
+2,043
+2% +$360K 1.75% 12
2020
Q2 		$14.9M Buy
90,138
+18,446
+26% +$2.79M 1.82% 15
2020
Q1 		$9.08M Buy
71,692
+6,815
+11% +$1.03M 1.29% 16
2019
Q4 		$10.3M Buy
64,877
+624
+1% +$95.2K 1.02% 25
2019
Q3 		$9.52M Sell
64,253
-7,957
-11% -$1.19M 1.01% 26
2019
Q2 		$10.8M Buy
72,210
+2,902
+4% +$423K 1.16% 26
2019
Q1 		$9.89M Buy
69,308
+14,702
+27% +$1.98M 1.13% 26
2018
Q4 		$6.54M Sell
54,606
-2,833
-5% -$364K 0.86% 27
2018
Q3 		$8.19M Buy
57,439
+30,082
+110% +$4.21M 0.92% 27
2018
Q2 		$3.68M Buy
27,357
+15,054
+122% +$2M 0.41% 61
2018
Q1 		$1.59M Buy
12,303
+6,226
+102% +$818K 0.21% 90
2017
Q4 		$776K Buy
6,077
+191
+3% +$24K 0.09% 132
2017
Q3 		$717K Sell
5,886
-838
-12% -$99.9K 0.08% 132
2017
Q2 		$791K Buy
6,724
+72
+1% +$8.37K 0.1% 110
2017
Q1 		$751K Buy
+6,652
New +$740K 0.1% 108

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

RWA Wealth Partners's VOT Position: Q1 2026 in Review

RWA Wealth Partners reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 3% in Q1 2026, selling an estimated $252K and leaving 29,980 shares worth $7.72M. The position accounts for 0.08% of the portfolio, ranked #125.

RWA Wealth Partners first reported a position in VOT in Q1 2017 and has held it in 37 quarters since. The position peaked at $24M in Q4 2021. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • RWA Wealth Partners held 29,980 shares of Vanguard Mid-Cap Growth ETF worth $7.72M as of Q1 2026.
  • RWA Wealth Partners sold 918 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $252K.
  • Vanguard Mid-Cap Growth ETF made up 0.08% of RWA Wealth Partners's portfolio in Q1 2026, its #125 holding.
  • RWA Wealth Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2017 and has held it in 37 quarters since.
  • RWA Wealth Partners's Vanguard Mid-Cap Growth ETF position peaked at $24M in Q4 2021.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on RWA Wealth Partners's 13F filing for Q1 2026, filed 13 May 2026.