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Smith, Moore & Co’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Smith, Moore & Co’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 		$270K Buy
1,051
+1
+0.1% +$274 0.02% 469
2025
Q4 		$293K Buy
1,050
+40
+4% +$11.4K 0.02% 420
2025
Q3 		$297K Buy
1,010
+19
+2% +$5.48K 0.02% 411
2025
Q2 		$282K Hold
991
– – 0.02% 409
2025
Q1 		$243K Buy
+991
New +$258K 0.02% 421

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

Smith, Moore & Co's VOT Position: Q1 2026 in Review

Smith, Moore & Co increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.1% in Q1 2026, buying an estimated $274 and bringing the position to 1,051 shares worth $270K. The position accounts for 0.02% of the portfolio, ranked #469.

Smith, Moore & Co first reported a position in VOT in Q1 2025 and has held it in 5 quarters since. The position peaked at $297K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Smith, Moore & Co held 1,051 shares of Vanguard Mid-Cap Growth ETF worth $270K as of Q1 2026.
  • Smith, Moore & Co bought 1 Vanguard Mid-Cap Growth ETF share in Q1 2026, an estimated $274.
  • Vanguard Mid-Cap Growth ETF made up 0.02% of Smith, Moore & Co's portfolio in Q1 2026, its #469 holding.
  • Smith, Moore & Co first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Smith, Moore & Co's Vanguard Mid-Cap Growth ETF position peaked at $297K in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Smith, Moore & Co's 13F filing for Q1 2026, filed 5 May 2026.