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Soltis Investment Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Soltis Investment Advisors’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 		$281K Buy
1,090
+1
+0.1% +$274 0.02% 449
2025
Q4 		$304K Buy
1,089
+216
+25% +$61.8K 0.02% 402
2025
Q3 		$257K Buy
+873
New +$252K 0.02% 413
2024
Q1 		– Sell
-12,207
Closed -$2.68M – 316
2023
Q4 		$2.68M Buy
+12,207
New +$2.44M 0.3% 93

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

Soltis Investment Advisors's VOT Position: Q1 2026 in Review

Soltis Investment Advisors increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.09% in Q1 2026, buying an estimated $274 and bringing the position to 1,090 shares worth $281K. The position accounts for 0.02% of the portfolio, ranked #449.

Soltis Investment Advisors first reported a position in VOT in Q4 2023 and has held it in 4 quarters since. The position peaked at $2.68M in Q4 2023. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Soltis Investment Advisors held 1,090 shares of Vanguard Mid-Cap Growth ETF worth $281K as of Q1 2026.
  • Soltis Investment Advisors bought 1 Vanguard Mid-Cap Growth ETF share in Q1 2026, an estimated $274.
  • Vanguard Mid-Cap Growth ETF made up 0.02% of Soltis Investment Advisors's portfolio in Q1 2026, its #449 holding.
  • Soltis Investment Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 4 quarters since.
  • Soltis Investment Advisors's Vanguard Mid-Cap Growth ETF position peaked at $2.68M in Q4 2023.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Soltis Investment Advisors's 13F filing for Q1 2026, filed 27 Apr 2026.