Transcend Capital Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Transcend Capital Advisors’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	$215K	Sell	836 -2	-0.2%	-$549	0.02%	656
2025 Q4	$234K	Sell	838 -687	-45%	-$197K	0.02%	609
2025 Q3	$448K	Buy	1,525 +16	+1%	+$4.62K	0.03%	398
2025 Q2	$429K	Sell	1,509 -110	-7%	-$28.4K	0.03%	360
2025 Q1	$396K	Buy	1,619 +121	+8%	+$31.5K	0.03%	410
2024 Q4	$380K	Buy	1,498 +1	+0.1%	+$257	0.03%	393
2024 Q3	$365K	Buy	1,497 +2	+0.1%	+$466	0.02%	443
2024 Q2	$343K	Buy	+1,495	New	+$343K	0.02%	435

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

Transcend Capital Advisors's VOT Position: Q1 2026 in Review

Transcend Capital Advisors reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.24% in Q1 2026, selling an estimated $549 and leaving 836 shares worth $215K. The position accounts for 0.02% of the portfolio, ranked #656.

Transcend Capital Advisors first reported a position in VOT in Q2 2024 and has held it in 8 quarters since. The position peaked at $448K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Transcend Capital Advisors held 836 shares of Vanguard Mid-Cap Growth ETF worth $215K as of Q1 2026.
Transcend Capital Advisors sold 2 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $549.
Vanguard Mid-Cap Growth ETF made up 0.02% of Transcend Capital Advisors's portfolio in Q1 2026, its #656 holding.
Transcend Capital Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
Transcend Capital Advisors's Vanguard Mid-Cap Growth ETF position peaked at $448K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Transcend Capital Advisors's 13F filing for Q1 2026, filed 13 May 2026.