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Vise Technologies’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Vise Technologies’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 		$1.08M Hold
3,873
– – 0.02% 562
2025
Q4 		$1.08M Buy
3,873
+758
+24% +$217K 0.02% 566
2025
Q3 		$915K Buy
3,115
+743
+31% +$214K 0.03% 449
2025
Q2 		$675K Buy
+2,372
New +$612K 0.03% 537
2024
Q4 		$516K Sell
2,035
-107
-5% -$27.5K 0.04% 427
2024
Q3 		$522K Buy
2,142
+350
+20% +$81.5K 0.07% 287
2024
Q2 		$411K Sell
1,792
-243
-12% -$55.7K 0.07% 262
2024
Q1 		$480K Sell
2,035
-256
-11% -$57.4K 0.09% 209
2023
Q4 		$503K Buy
+2,291
New +$458K 0.11% 190

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

Vise Technologies's VOT Position: Q1 2026 in Review

Vise Technologies held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 3,873 shares worth $1.08M. The position accounts for 0.02% of the portfolio, ranked #562.

Vise Technologies first reported a position in VOT in Q4 2023 and has held it in 9 quarters since. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Vise Technologies held 3,873 shares of Vanguard Mid-Cap Growth ETF worth $1.08M as of Q1 2026.
  • Vise Technologies left its Vanguard Mid-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Mid-Cap Growth ETF made up 0.02% of Vise Technologies's portfolio in Q1 2026, its #562 holding.
  • Vise Technologies first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Vise Technologies's 13F filing for Q1 2026, filed 21 Apr 2026.