UBS Group
VOT icon

UBS Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

UBS Group’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 		$288M Buy
1,119,923
+59,775
+6% +$16.4M 0.04% 445
2025
Q4 		$296M Sell
1,060,148
-10,431
-1% -$2.99M 0.05% 388
2025
Q3 		$315M Sell
1,070,579
-66,401
-6% -$19.2M 0.05% 378
2025
Q2 		$323M Buy
1,136,980
+16,001
+1% +$4.13M 0.06% 342
2025
Q1 		$274M Sell
1,120,979
-36,051
-3% -$9.37M 0.05% 381
2024
Q4 		$294M Sell
1,157,030
-2,037
-0.2% -$524K 0.05% 337
2024
Q3 		$282M Sell
1,159,067
-3,971
-0.3% -$925K 0.06% 299
2024
Q2 		$267M Buy
1,163,038
+3,540
+0.3% +$812K 0.07% 277
2024
Q1 		$273M Sell
1,159,498
-30,521
-3% -$6.84M 0.07% 279
2023
Q4 		$261M Sell
1,190,019
-2,958
-0.2% -$591K 0.08% 257
2023
Q3 		$232M Sell
1,192,977
-82,646
-6% -$16.9M 0.08% 245
2023
Q2 		$262M Sell
1,275,623
-20,707
-2% -$4.01M 0.09% 234
2023
Q1 		$253M Buy
1,296,330
+11,051
+0.9% +$2.12M 0.09% 210
2022
Q4 		$231M Sell
1,285,279
-3,475
-0.3% -$630K 0.09% 242
2022
Q3 		$220M Sell
1,288,754
-50,652
-4% -$9.59M 0.1% 221
2022
Q2 		$235M Sell
1,339,406
-37,723
-3% -$7.3M 0.1% 224
2022
Q1 		$307M Buy
1,377,129
+29,835
+2% +$6.59M 0.1% 209
2021
Q4 		$343M Buy
1,347,294
+58,712
+5% +$14.8M 0.1% 208
2021
Q3 		$304M Buy
1,288,582
+9,428
+0.7% +$2.28M 0.1% 211
2021
Q2 		$302M Sell
1,279,154
-11,884
-0.9% -$2.67M 0.1% 205
2021
Q1 		$277M Buy
1,291,038
+4,624
+0.4% +$1M 0.09% 216
2020
Q4 		$273M Sell
1,286,414
-15,717
-1% -$3.1M 0.09% 234
2020
Q3 		$235M Sell
1,302,131
-16,130
-1% -$2.84M 0.09% 225
2020
Q2 		$218M Sell
1,318,261
-5,202
-0.4% -$787K 0.09% 221
2020
Q1 		$168M Sell
1,323,463
-92,299
-7% -$14M 0.08% 237
2019
Q4 		$225M Buy
1,415,762
+28,726
+2% +$4.38M 0.08% 245
2019
Q3 		$205M Buy
1,387,036
+19,868
+1% +$2.98M 0.08% 238
2019
Q2 		$204M Buy
1,367,168
+21,024
+2% +$3.07M 0.08% 237
2019
Q1 		$192M Sell
1,346,144
-9,384
-0.7% -$1.26M 0.08% 227
2018
Q4 		$162M Sell
1,355,528
-36,950
-3% -$4.74M 0.07% 252
2018
Q3 		$198M Buy
1,392,478
+26,550
+2% +$3.72M 0.08% 240
2018
Q2 		$184M Buy
1,365,928
+42,154
+3% +$5.6M 0.08% 248
2018
Q1 		$172M Buy
1,323,774
+22,437
+2% +$2.95M 0.07% 267
2017
Q4 		$166M Sell
1,301,337
-3,373
-0.3% -$423K 0.07% 281
2017
Q3 		$159M Sell
1,304,710
-93,832
-7% -$11.2M 0.07% 266
2017
Q2 		$165M Sell
1,398,542
-40,701
-3% -$4.73M 0.09% 250
2017
Q1 		$163M Buy
1,439,243
+49,838
+4% +$5.54M 0.09% 244
2016
Q4 		$147M Sell
1,389,405
-82,275
-6% -$8.63M 0.08% 257
2016
Q3 		$157M Buy
1,471,680
+38,584
+3% +$4.08M 0.09% 232
2016
Q2 		$146M Sell
1,433,096
-5,306
-0.4% -$536K 0.09% 229
2016
Q1 		$144M Sell
1,438,402
-231,158
-14% -$21.6M 0.1% 218
2015
Q4 		$166M Buy
1,669,560
+176,653
+12% +$17.9M 0.11% 204
2015
Q3 		$145M Sell
1,492,907
-126,982
-8% -$13.3M 0.1% 211
2015
Q2 		$173M Buy
1,619,889
+64,240
+4% +$6.96M 0.11% 200
2015
Q1 		$168M Buy
1,555,649
+110,967
+8% +$11.6M 0.12% 200
2014
Q4 		$147M Buy
+1,444,682
New +$143M 0.1% 210

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
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $208B AUM 16.12% 1-Year Est. Return

UBS Group's VOT Position: Q1 2026 in Review

UBS Group increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 5.6% in Q1 2026, buying an estimated $16.4M and bringing the position to 1,119,923 shares worth $288M. The position accounts for 0.04% of the portfolio, ranked #445.

UBS Group first reported a position in VOT in Q4 2014 and has held it in 46 quarters since. The position peaked at $343M in Q4 2021. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • UBS Group held 1,119,923 shares of Vanguard Mid-Cap Growth ETF worth $288M as of Q1 2026.
  • UBS Group bought 59,775 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $16.4M.
  • Vanguard Mid-Cap Growth ETF made up 0.04% of UBS Group's portfolio in Q1 2026, its #445 holding.
  • UBS Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2014 and has held it in 46 quarters since.
  • UBS Group's Vanguard Mid-Cap Growth ETF position peaked at $343M in Q4 2021.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on UBS Group's 13F filing for Q1 2026, filed 5 May 2026.