Stevens Capital Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Stevens Capital Partners’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	$2.18M	Buy	8,455 +508	+6%	+$139K	0.52%	42
2025 Q4	$2.22M	Buy	7,947 +515	+7%	+$147K	0.58%	36
2025 Q3	$2.18M	Buy	7,432 +263	+4%	+$75.9K	0.65%	30
2025 Q2	$2.07M	Buy	7,169 +1,407	+24%	+$363K	0.74%	26
2025 Q1	$1.41M	Buy	5,762 +910	+19%	+$237K	0.66%	29
2024 Q4	$1.23M	Sell	4,852 -20	-0.4%	-$5.15K	0.56%	29
2024 Q3	$1.19M	Buy	4,872 +13	+0.3%	+$3.03K	0.57%	30
2024 Q2	$1.12M	Buy	4,859 +183	+4%	+$42K	0.58%	30
2024 Q1	$1.1M	Sell	4,676 -329	-7%	-$73.7K	0.66%	29
2023 Q4	$1.1M	Buy	5,005 +727	+17%	+$145K	0.76%	27
2023 Q3	$833K	Sell	4,278 -795	-16%	-$162K	0.67%	27
2023 Q2	$1.04M	Sell	5,073 -575	-10%	-$111K	0.81%	26
2023 Q1	$1.1M	Sell	5,648 -141	-2%	-$27K	0.92%	25
2022 Q4	$1.04M	Buy	+5,789	New	+$1.05M	0.92%	26

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 $58.2B AUM 22.78% 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 $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Stevens Capital Partners's VOT Position: Q1 2026 in Review

Stevens Capital Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.4% in Q1 2026, buying an estimated $139K and bringing the position to 8,455 shares worth $2.18M. The position accounts for 0.52% of the portfolio, ranked #42.

Stevens Capital Partners first reported a position in VOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $2.22M in Q4 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Stevens Capital Partners held 8,455 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.18M as of Q1 2026.
Stevens Capital Partners bought 508 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $139K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.52% of Stevens Capital Partners's portfolio in Q1 2026, its #42 holding.
Stevens Capital Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Stevens Capital Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.22M in Q4 2025.
1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Stevens Capital Partners's 13F filing for Q1 2026, filed 24 Apr 2026.