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Verus Capital Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Verus Capital Partners’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 		$1.03M Sell
4,000
-328
-8% -$90K 0.07% 167
2025
Q4 		$1.21M Sell
4,328
-35
-0.8% -$10K 0.08% 151
2025
Q3 		$1.28M Sell
4,363
-221
-5% -$63.8K 0.1% 135
2025
Q2 		$1.3M Sell
4,584
-60
-1% -$15.5K 0.12% 115
2025
Q1 		$1.14M Sell
4,644
-982
-17% -$255K 0.11% 118
2024
Q4 		$1.43M Sell
5,626
-730
-11% -$188K 0.14% 96
2024
Q3 		$1.55M Sell
6,356
-4,043
-39% -$942K 0.15% 92
2024
Q2 		$2.39M Sell
10,399
-578
-5% -$133K 0.25% 62
2024
Q1 		$2.59M Sell
10,977
-2,973
-21% -$666K 0.29% 51
2023
Q4 		$3.06M Sell
13,950
-6,239
-31% -$1.25M 0.37% 39
2023
Q3 		$3.93M Buy
20,189
+697
+4% +$142K 0.55% 27
2023
Q2 		$4.01M Buy
19,492
+1,094
+6% +$212K 0.57% 28
2023
Q1 		$3.59M Buy
18,398
+692
+4% +$132K 0.56% 29
2022
Q4 		$3.18M Buy
17,706
+3,160
+22% +$573K 0.6% 31
2022
Q3 		$2.48M Buy
14,546
+1,646
+13% +$312K 0.47% 39
2022
Q2 		$2.27M Buy
12,900
+1,715
+15% +$332K 0.44% 39
2022
Q1 		$2.16M Buy
+11,185
New +$2.47M 0.34% 50
2020
Q1 		$505K Sell
3,984
-949
-19% -$144K 0.16% 91
2019
Q4 		$783K Buy
+4,933
New +$753K 0.26% 68

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

Verus Capital Partners's VOT Position: Q1 2026 in Review

Verus Capital Partners reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 7.6% in Q1 2026, selling an estimated $90K and leaving 4,000 shares worth $1.03M. The position accounts for 0.07% of the portfolio, ranked #167.

Verus Capital Partners first reported a position in VOT in Q4 2019 and has held it in 19 quarters since. The position peaked at $4.01M in Q2 2023. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Verus Capital Partners held 4,000 shares of Vanguard Mid-Cap Growth ETF worth $1.03M as of Q1 2026.
  • Verus Capital Partners sold 328 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $90K.
  • Vanguard Mid-Cap Growth ETF made up 0.07% of Verus Capital Partners's portfolio in Q1 2026, its #167 holding.
  • Verus Capital Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and has held it in 19 quarters since.
  • Verus Capital Partners's Vanguard Mid-Cap Growth ETF position peaked at $4.01M in Q2 2023.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Verus Capital Partners's 13F filing for Q1 2026, filed 22 May 2026.