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Townsend Asset Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Townsend Asset Management’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 		$371K Sell
1,443
-288
-17% -$79K 0.13% 98
2025
Q4 		$483K Sell
1,731
-9
-0.5% -$2.58K 0.17% 86
2025
Q3 		$511K Buy
1,740
+2
+0.1% +$577 0.18% 84
2025
Q2 		$494K Buy
1,738
+430
+33% +$111K 0.18% 87
2025
Q1 		$320K Sell
1,308
-141
-10% -$36.7K 0.12% 100
2024
Q4 		$368K Buy
1,449
+1
+0.1% +$257 0.13% 96
2024
Q3 		$352K Sell
1,448
-33
-2% -$7.68K 0.13% 105
2024
Q2 		$340K Hold
1,481
– – 0.13% 102
2024
Q1 		$349K Buy
1,481
+2
+0.1% +$448 0.14% 99
2023
Q4 		$325K Buy
1,479
+2
+0.1% +$400 0.15% 96
2023
Q3 		$288K Buy
1,477
+1
+0.1% +$204 0.15% 98
2023
Q2 		$304K Buy
1,476
+180
+14% +$34.9K 0.15% 101
2023
Q1 		$253K Sell
1,296
-177
-12% -$33.9K 0.13% 114
2022
Q4 		$265K Buy
1,473
+2
+0.1% +$362 0.13% 117
2022
Q3 		$251K Buy
1,471
+2
+0.1% +$379 0.14% 113
2022
Q2 		$258K Sell
1,469
-133
-8% -$25.7K 0.13% 121
2022
Q1 		$357K Buy
1,602
+1
+0.1% +$221 0.17% 98
2021
Q4 		$408K Buy
1,601
+4
+0.3% +$1.01K 0.19% 93
2021
Q3 		$377K Buy
1,597
+92
+6% +$22.3K 0.2% 91
2021
Q2 		$356K Buy
1,505
+1
+0.1% +$224 0.2% 96
2021
Q1 		$323K Hold
1,504
– – 0.2% 101
2020
Q4 		$319K Buy
1,504
+606
+67% +$119K 0.21% 98
2020
Q3 		$162K Sell
898
-77
-8% -$13.6K 0.13% 130
2020
Q2 		$161K Sell
975
-100
-9% -$15.1K 0.13% 128
2020
Q1 		$136K Sell
1,075
-238
-18% -$36.1K 0.14% 121
2019
Q4 		$209K Buy
+1,313
New +$200K 0.17% 130

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

Townsend Asset Management's VOT Position: Q1 2026 in Review

Townsend Asset Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 17% in Q1 2026, selling an estimated $79K and leaving 1,443 shares worth $371K. The position accounts for 0.13% of the portfolio, ranked #98.

Townsend Asset Management first reported a position in VOT in Q4 2019 and has held it in 26 quarters since. The position peaked at $511K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Townsend Asset Management held 1,443 shares of Vanguard Mid-Cap Growth ETF worth $371K as of Q1 2026.
  • Townsend Asset Management sold 288 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $79K.
  • Vanguard Mid-Cap Growth ETF made up 0.13% of Townsend Asset Management's portfolio in Q1 2026, its #98 holding.
  • Townsend Asset Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Townsend Asset Management's Vanguard Mid-Cap Growth ETF position peaked at $511K in Q3 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Townsend Asset Management's 13F filing for Q1 2026, filed 6 May 2026.