Smartleaf Asset Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Smartleaf Asset Management’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	$648K	Buy	2,595 +2	+0.1%	+$549	0.02%	481
2025 Q4	$732K	Sell	2,593 -1,570	-38%	-$449K	0.03%	446
2025 Q3	$1.22M	Buy	4,163 +876	+27%	+$253K	0.08%	277
2025 Q2	$928K	Sell	3,287 -1,598	-33%	-$412K	0.08%	268
2025 Q1	$1.19M	Buy	4,885 +255	+6%	+$66.3K	0.12%	198
2024 Q4	$1.18M	Sell	4,630 -11	-0.2%	-$2.83K	0.12%	183
2024 Q3	$1.13M	Buy	4,641 +425	+10%	+$99K	0.14%	174
2024 Q2	$971K	Buy	4,216 +2,041	+94%	+$468K	0.16%	150
2024 Q1	$513K	Sell	2,175 -397	-15%	-$88.9K	0.1%	215
2023 Q4	$569K	Buy	+2,572	New	+$514K	0.15%	150

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

Smartleaf Asset Management's VOT Position: Q1 2026 in Review

Smartleaf Asset Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.08% in Q1 2026, buying an estimated $549 and bringing the position to 2,595 shares worth $648K. The position accounts for 0.02% of the portfolio, ranked #481.

Smartleaf Asset Management first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $1.22M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Smartleaf Asset Management held 2,595 shares of Vanguard Mid-Cap Growth ETF worth $648K as of Q1 2026.
Smartleaf Asset Management bought 2 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $549.
Vanguard Mid-Cap Growth ETF made up 0.02% of Smartleaf Asset Management's portfolio in Q1 2026, its #481 holding.
Smartleaf Asset Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Smartleaf Asset Management's Vanguard Mid-Cap Growth ETF position peaked at $1.22M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Smartleaf Asset Management's 13F filing for Q1 2026, filed 15 May 2026.