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Talon Private Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Talon Private Wealth’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 		$4.86M Buy
+18,889
New +$5.18M 0.65% 33
2025
Q2 		$2.54M Buy
8,918
+782
+10% +$202K 0.35% 48
2025
Q1 		$1.99M Buy
8,136
+1,450
+22% +$377K 0.27% 64
2024
Q4 		$1.7M Buy
6,686
+4,968
+289% +$1.28M 0.35% 34
2024
Q3 		$418K Buy
+1,718
New +$400K 0.09% 57

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

Talon Private Wealth's VOT Position: Q1 2026 in Review

Talon Private Wealth opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q1 2026: 18,889 shares worth $4.86M. The stake represents 0.65% of the portfolio and ranks #33 among its holdings. This is a return to the name: Talon Private Wealth previously reported a position in VOT as recently as Q2 2025.

Talon Private Wealth first reported a position in VOT in Q3 2024 and has held it in 5 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Talon Private Wealth held 18,889 shares of Vanguard Mid-Cap Growth ETF worth $4.86M as of Q1 2026.
  • Vanguard Mid-Cap Growth ETF was a new Talon Private Wealth position in Q1 2026.
  • Vanguard Mid-Cap Growth ETF made up 0.65% of Talon Private Wealth's portfolio in Q1 2026, its #33 holding.
  • Talon Private Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2024 and has held it in 5 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Talon Private Wealth's 13F filing for Q1 2026, filed 18 May 2026.