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Savvy Advisors Inc’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Savvy Advisors Inc’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 		$1.01M Buy
3,917
+450
+13% +$123K 0.03% 427
2025
Q4 		$968K Buy
3,467
+159
+5% +$45.5K 0.03% 367
2025
Q3 		$972K Buy
3,308
+346
+12% +$99.8K 0.04% 274
2025
Q2 		$842K Buy
2,962
+1,091
+58% +$281K 0.06% 245
2025
Q1 		$458K Buy
1,871
+393
+27% +$102K 0.05% 301
2024
Q4 		$375K Buy
+1,478
New +$380K 0.05% 293

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

Savvy Advisors Inc's VOT Position: Q1 2026 in Review

Savvy Advisors Inc increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 13% in Q1 2026, buying an estimated $123K and bringing the position to 3,917 shares worth $1.01M. The position accounts for 0.03% of the portfolio, ranked #427.

Savvy Advisors Inc first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Savvy Advisors Inc held 3,917 shares of Vanguard Mid-Cap Growth ETF worth $1.01M as of Q1 2026.
  • Savvy Advisors Inc bought 450 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $123K.
  • Vanguard Mid-Cap Growth ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q1 2026, its #427 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Savvy Advisors Inc's 13F filing for Q1 2026, filed 11 May 2026.