TME Financial’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

TME Financial’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	$2.89M	Sell	11,247 -7,246	-39%	-$1.99M	2.01%	16
2025 Q4	$5.16M	Buy	18,493 +8,423	+84%	+$2.41M	3.63%	10
2025 Q3	$2.96M	Buy	10,070 +403	+4%	+$116K	2.22%	16
2025 Q2	$2.75M	Buy	9,667 +8,771	+979%	+$2.26M	2.22%	17
2025 Q1	$219K	Sell	896 -6,032	-87%	-$1.57M	0.19%	66
2024 Q4	$1.69M	Buy	+6,928	New	+$1.78M	1.58%	22

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

TME Financial's VOT Position: Q1 2026 in Review

TME Financial reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 39% in Q1 2026, selling an estimated $1.99M and leaving 11,247 shares worth $2.89M. The position accounts for 2.01% of the portfolio, ranked #16.

TME Financial first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $5.16M in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

TME Financial held 11,247 shares of Vanguard Mid-Cap Growth ETF worth $2.89M as of Q1 2026.
TME Financial sold 7,246 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $1.99M.
Vanguard Mid-Cap Growth ETF made up 2.01% of TME Financial's portfolio in Q1 2026, its #16 holding.
TME Financial first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
TME Financial's Vanguard Mid-Cap Growth ETF position peaked at $5.16M in Q4 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on TME Financial's 13F filing for Q1 2026, filed 12 May 2026.