Sunbelt Securities’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Sunbelt Securities’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	$30.3K	Hold	118	–	–	﹤0.01%	1167
2025 Q4	$32.9K	Hold	118	–	–	﹤0.01%	1117
2025 Q3	$34.6K	Hold	118	–	–	﹤0.01%	1101
2025 Q2	$29.8K	Hold	118	–	–	﹤0.01%	1064
2025 Q1	$28.8K	Hold	118	–	–	﹤0.01%	1037
2024 Q4	$30K	Hold	118	–	–	﹤0.01%	1062
2024 Q3	$28.6K	Buy	118 +1	+0.9%	+$233	﹤0.01%	1075
2024 Q2	$27K	Buy	117 +8	+7%	+$1.83K	﹤0.01%	1046
2024 Q1	$25.8K	Hold	109	–	–	﹤0.01%	1034
2023 Q4	$24K	Hold	109	–	–	﹤0.01%	983
2023 Q3	$21.3K	Hold	109	–	–	﹤0.01%	1004
2023 Q2	$22.5K	Hold	109	–	–	﹤0.01%	995
2023 Q1	$20.9K	Buy	+109	New	+$20.9K	﹤0.01%	947

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

Sunbelt Securities's VOT Position: Q1 2026 in Review

Sunbelt Securities held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 118 shares worth $30.3K. The position accounts for ﹤0.01% of the portfolio, ranked #1167.

Sunbelt Securities first reported a position in VOT in Q1 2023 and has held it in 13 quarters since. The position peaked at $34.6K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Sunbelt Securities held 118 shares of Vanguard Mid-Cap Growth ETF worth $30.3K as of Q1 2026.
Sunbelt Securities left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Mid-Cap Growth ETF made up ﹤0.01% of Sunbelt Securities's portfolio in Q1 2026, its #1167 holding.
Sunbelt Securities first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
Sunbelt Securities's Vanguard Mid-Cap Growth ETF position peaked at $34.6K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Sunbelt Securities's 13F filing for Q1 2026, filed 18 May 2026.