VAM
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Verity Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Verity 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 		– Sell
-728
Closed -$203K – 262
2025
Q4 		$203K Buy
728
+39
+6% +$11.2K 0.09% 227
2025
Q3 		$202K Buy
+689
New +$199K 0.07% 217

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

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

Verity Asset Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 728 shares — an estimated $203K sold.

Verity Asset Management first reported a position in VOT in Q3 2025 and held it in 2 quarters. The position peaked at $203K in Q4 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Verity Asset Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
  • Verity Asset Management sold 728 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $203K.
  • Verity Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2025 and held it in 2 quarters.
  • Verity Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $203K in Q4 2025.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Verity Asset Management's 13F filing for Q1 2026, filed 21 Apr 2026.