Waverly Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q1 | $61.9M | Sell |
240,640
-8,473
| -3% | -$2.33M | 0.46% | 46 |
|
|
2025
Q4 | $69.5M | Sell |
249,113
-4,473
| -2% | -$1.28M | 0.56% | 34 |
|
|
2025
Q3 | $74.5M | Sell |
253,586
-3,863
| -2% | -$1.11M | 0.74% | 25 |
|
|
2025
Q2 | $73.2M | Sell |
257,449
-8,909
| -3% | -$2.3M | 0.8% | 23 |
|
|
2025
Q1 | $65.2M | Sell |
266,358
-7,671
| -3% | -$1.99M | 0.79% | 20 |
|
|
2024
Q4 | $69.5M | Sell |
274,029
-8,785
| -3% | -$2.26M | 1.08% | 16 |
|
|
2024
Q3 | $68.9M | Sell |
282,814
-10,069
| -3% | -$2.34M | 1.27% | 12 |
|
|
2024
Q2 | $67.2M | Sell |
292,883
-19,819
| -6% | -$4.55M | 1.32% | 13 |
|
|
2024
Q1 | $73.7M | Sell |
312,702
-12,064
| -4% | -$2.7M | 1.74% | 10 |
|
|
2023
Q4 | $71.3M | Sell |
324,766
-9,591
| -3% | -$1.92M | 2.67% | 8 |
|
|
2023
Q3 | $65.1M | Sell |
334,357
-12,749
| -4% | -$2.6M | 2.84% | 9 |
|
|
2023
Q2 | $71.4M | Sell |
347,106
-19,013
| -5% | -$3.68M | 3.13% | 8 |
|
|
2023
Q1 | $71.4M | Sell |
366,119
-11,781
| -3% | -$2.26M | 3.72% | 7 |
|
|
2022
Q4 | $67.9M | Sell |
377,900
-27,992
| -7% | -$5.07M | 3.77% | 8 |
|
|
2022
Q3 | $69.2M | Buy |
405,892
+13,556
| +3% | +$2.57M | 4.87% | 7 |
|
|
2022
Q2 | $68.8M | Buy |
392,336
+17,736
| +5% | +$3.43M | 6.3% | 5 |
|
|
2022
Q1 | $83.5M | Buy |
374,600
+9,522
| +3% | +$2.1M | 7.06% | 5 |
|
|
2021
Q4 | $80.5M | Buy |
365,078
+20,200
| +6% | +$5.09M | 6.96% | 5 |
|
|
2021
Q3 | $89.5M | Buy |
344,878
+11,757
| +4% | +$2.85M | 7.65% | 4 |
|
|
2021
Q2 | $80.8M | Buy |
333,121
+4,097
| +1% | +$919K | 7.45% | 5 |
|
|
2021
Q1 | $72.1M | Sell |
329,024
-8,958
| -3% | -$1.94M | 7.12% | 5 |
|
|
2020
Q4 | $77.2M | Buy |
337,982
+3,108
| +0.9% | +$612K | 8.11% | 4 |
|
|
2020
Q3 | $59.9M | Sell |
334,874
-6,321
| -2% | -$1.11M | 7.97% | 4 |
|
|
2020
Q2 | $61.2M | Buy |
341,195
+604
| +0.2% | +$91.3K | 7.93% | 4 |
|
|
2020
Q1 | $43.1M | Buy |
340,591
+15,143
| +5% | +$2.3M | 7.29% | 4 |
|
|
2019
Q4 | $54M | Sell |
325,448
-3,439
| -1% | -$525K | 7.1% | 4 |
|
|
2019
Q3 | $48.7M | Buy |
328,887
+9,760
| +3% | +$1.46M | 6.99% | 4 |
|
|
2019
Q2 | $47.6M | Buy |
319,127
+2,685
| +0.8% | +$392K | 7.1% | 4 |
|
|
2019
Q1 | $45.2M | Buy |
316,442
+1,036
| +0.3% | +$139K | 6.99% | 4 |
|
|
2018
Q4 | $37.8M | Sell |
315,406
-13,874
| -4% | -$1.78M | 6.59% | 5 |
|
|
2018
Q3 | $46.9M | Buy |
329,280
+2,219
| +0.7% | +$311K | 6.92% | 4 |
|
|
2018
Q2 | $44M | Buy |
327,061
+4,178
| +1% | +$555K | 6.84% | 4 |
|
|
2018
Q1 | $41.8M | Sell |
322,883
-24,997
| -7% | -$3.28M | 6.76% | 5 |
|
|
2017
Q4 | $44.4M | Buy |
347,880
+27,079
| +8% | +$3.4M | 6.34% | 5 |
|
|
2017
Q3 | $39.1M | Sell |
320,801
-14,406
| -4% | -$1.72M | 8.47% | 3 |
|
|
2017
Q2 | $39.4M | Sell |
335,207
-904
| -0.3% | -$105K | 9.91% | 3 |
|
|
2017
Q1 | $38M | Buy |
336,111
+5,139
| +2% | +$571K | 10% | 3 |
|
|
2016
Q4 | $35M | Buy |
330,972
+872
| +0.3% | +$91.5K | 12.99% | 3 |
|
|
2016
Q3 | $35.1M | Sell |
330,100
-1,498
| -0.5% | -$159K | 14.66% | 3 |
|
|
2016
Q2 | $33.8M | Buy |
331,598
+3,252
| +1% | +$328K | 15.32% | 3 |
|
|
2016
Q1 | $32.9M | Buy |
328,346
+21,613
| +7% | +$2.02M | 20.14% | 2 |
|
|
2015
Q4 | $30.6M | Sell |
306,733
-6,615
| -2% | -$670K | 13.31% | 2 |
|
|
2015
Q3 | $30.5M | Sell |
313,348
-1,634
| -0.5% | -$171K | 21.02% | 2 |
|
|
2015
Q2 | $33.6M | Sell |
314,982
-34,232
| -10% | -$3.71M | 20.65% | 1 |
|
|
2015
Q1 | $37.7M | Buy |
349,214
+2,764
| +0.8% | +$288K | 19.08% | 1 |
|
|
2014
Q4 | $35.2M | Buy |
346,450
+7,442
| +2% | +$736K | 17.68% | 1 |
|
|
2014
Q3 | $32.6M | Sell |
339,008
-63,652
| -16% | -$6.17M | 17.65% | 1 |
|
|
2014
Q2 | $38.8M | Buy |
402,660
+24,252
| +6% | +$2.24M | 16.14% | 2 |
|
|
2014
Q1 | $35M | Sell |
378,408
-34,881
| -8% | -$3.19M | 15.84% | 2 |
|
|
2013
Q4 | $37.3M | Buy |
413,289
+14,128
| +4% | +$1.23M | 13.12% | 2 |
|
|
2013
Q3 | $34M | Buy |
399,161
+4,655
| +1% | +$385K | 17.38% | 2 |
|
|
2013
Q2 | $30.8M | Buy |
+394,506
| New | +$30.8M | 17.78% | 2 |
|
Other funds holding VOT
EWA
TI
VIA
Waverly Advisors's VOT Position: Q1 2026 in Review
Waverly Advisors reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 3.4% in Q1 2026, selling an estimated $2.33M and leaving 240,640 shares worth $61.9M. The position accounts for 0.46% of the portfolio, ranked #46.
Waverly Advisors first reported a position in VOT in Q2 2013 and has held it in 52 quarters since. The position peaked at $89.5M in Q3 2021. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.
- Waverly Advisors held 240,640 shares of Vanguard Mid-Cap Growth ETF worth $61.9M as of Q1 2026.
- Waverly Advisors sold 8,473 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $2.33M.
- Vanguard Mid-Cap Growth ETF made up 0.46% of Waverly Advisors's portfolio in Q1 2026, its #46 holding.
- Waverly Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2013 and has held it in 52 quarters since.
- Waverly Advisors's Vanguard Mid-Cap Growth ETF position peaked at $89.5M in Q3 2021.
- 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.
Based on Waverly Advisors's 13F filing for Q1 2026, filed 15 May 2026.