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

Simplicity Wealth’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	$375K	Buy	1,457 +383	+36%	+$105K	0.02%	529
2025 Q4	$300K	Sell	1,074 -620	-37%	-$177K	0.02%	555
2025 Q3	$498K	Sell	1,694 -2,348	-58%	-$677K	0.03%	441
2025 Q2	$1.15M	Buy	+4,042	New	+$1.04M	0.05%	305
2024 Q3	–	Sell	-6,686	Closed	-$1.53M	–	1194
2024 Q2	$1.53M	Buy	6,686 +2,077	+45%	+$476K	0.03%	412
2024 Q1	$1.09M	Buy	+4,609	New	+$1.03M	0.03%	494
2022 Q3	–	Sell	-1,170	Closed	-$205K	–	72
2022 Q2	$205K	Sell	1,170 -55	-4%	-$10.6K	0.3%	53
2022 Q1	$273K	Buy	1,225 +76	+7%	+$16.8K	0.27%	58
2021 Q4	$293K	Buy	+1,149	New	+$290K	0.16%	58

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

Simplicity Wealth's VOT Position: Q1 2026 in Review

Simplicity Wealth increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 36% in Q1 2026, buying an estimated $105K and bringing the position to 1,457 shares worth $375K. The position accounts for 0.02% of the portfolio, ranked #529.

Simplicity Wealth first reported a position in VOT in Q4 2021 and has held it in 9 quarters since. The position peaked at $1.53M in Q2 2024. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Simplicity Wealth held 1,457 shares of Vanguard Mid-Cap Growth ETF worth $375K as of Q1 2026.
Simplicity Wealth bought 383 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $105K.
Vanguard Mid-Cap Growth ETF made up 0.02% of Simplicity Wealth's portfolio in Q1 2026, its #529 holding.
Simplicity Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 9 quarters since.
Simplicity Wealth's Vanguard Mid-Cap Growth ETF position peaked at $1.53M in Q2 2024.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Simplicity Wealth's 13F filing for Q1 2026, filed 30 Apr 2026.