VFIC
VOT icon

Valley Forge Investment Consultants’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Valley Forge Investment Consultants’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 		$700K Buy
2,722
+819
+43% +$225K 0.21% 37
2025
Q4 		$531K Buy
1,903
+498
+35% +$143K 0.15% 46
2025
Q3 		$413K Buy
1,405
+456
+48% +$132K 0.12% 56
2025
Q2 		$270K Hold
949
– – 0.09% 73
2025
Q1 		$232K Buy
949
+2
+0.2% +$520 0.08% 68
2024
Q4 		$240K Buy
947
+2
+0.2% +$515 0.08% 70
2024
Q3 		$230K Buy
945
+3
+0.3% +$699 0.08% 70
2024
Q2 		$216K Hold
942
– – 0.08% 70
2024
Q1 		$222K Buy
942
+2
+0.2% +$448 0.09% 70
2023
Q4 		$206K Buy
+940
New +$188K 0.09% 66

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

Valley Forge Investment Consultants's VOT Position: Q1 2026 in Review

Valley Forge Investment Consultants increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 43% in Q1 2026, buying an estimated $225K and bringing the position to 2,722 shares worth $700K. The position accounts for 0.21% of the portfolio, ranked #37.

Valley Forge Investment Consultants first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Valley Forge Investment Consultants held 2,722 shares of Vanguard Mid-Cap Growth ETF worth $700K as of Q1 2026.
  • Valley Forge Investment Consultants bought 819 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $225K.
  • Vanguard Mid-Cap Growth ETF made up 0.21% of Valley Forge Investment Consultants's portfolio in Q1 2026, its #37 holding.
  • Valley Forge Investment Consultants first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q1 2026, filed 21 Apr 2026.