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

Sagespring 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 		$729K Sell
2,831
-126
-4% -$34.6K 0.01% 404
2025
Q4 		$825K Buy
2,957
+10
+0.3% +$2.86K 0.02% 342
2025
Q3 		$866K Sell
2,947
-241
-8% -$69.5K 0.02% 328
2025
Q2 		$907K Buy
3,188
+800
+34% +$206K 0.02% 303
2025
Q1 		$584K Buy
2,388
+152
+7% +$39.5K 0.01% 351
2024
Q4 		$567K Buy
+2,236
New +$576K 0.02% 319

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 $58.2B AUM 22.78% 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 $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

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

Sagespring Wealth Partners reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.3% in Q1 2026, selling an estimated $34.6K and leaving 2,831 shares worth $729K. The position accounts for 0.01% of the portfolio, ranked #404.

Sagespring Wealth Partners first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $907K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Sagespring Wealth Partners held 2,831 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $729K as of Q1 2026.
  • Sagespring Wealth Partners sold 126 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $34.6K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Sagespring Wealth Partners's portfolio in Q1 2026, its #404 holding.
  • Sagespring Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Sagespring Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $907K in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Sagespring Wealth Partners's 13F filing for Q1 2026, filed 7 May 2026.