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Wealth Alliance’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Wealth Alliance’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 		$2.31M Sell
8,963
-1,070
-11% -$294K 0.23% 91
2025
Q4 		$2.8M Sell
10,033
-532
-5% -$152K 0.27% 66
2025
Q3 		$3.1M Sell
10,565
-962
-8% -$278K 0.32% 61
2025
Q2 		$3.28M Buy
11,527
+927
+9% +$239K 0.37% 53
2025
Q1 		$2.59M Buy
10,600
+135
+1% +$35.1K 0.31% 63
2024
Q4 		$2.66M Buy
10,465
+64
+0.6% +$16.5K 0.32% 61
2024
Q3 		$2.53M Buy
10,401
+381
+4% +$88.7K 0.3% 60
2024
Q2 		$2.3M Sell
10,020
-139
-1% -$31.9K 0.3% 60
2024
Q1 		$2.4M Sell
10,159
-14
-0.1% -$3.14K 0.31% 61
2023
Q4 		$2.23M Buy
10,173
+310
+3% +$62K 0.31% 57
2023
Q3 		$1.92M Buy
9,863
+92
+0.9% +$18.8K 0.3% 64
2023
Q2 		$2.01M Sell
9,771
-121
-1% -$23.5K 0.3% 59
2023
Q1 		$1.93M Buy
9,892
+95
+1% +$18.2K 0.31% 60
2022
Q4 		$1.76M Buy
9,797
+197
+2% +$35.7K 0.31% 66
2022
Q3 		$1.64M Buy
9,600
+571
+6% +$108K 0.32% 58
2022
Q2 		$1.58M Sell
9,029
-148
-2% -$28.6K 0.3% 66
2022
Q1 		$2.04M Buy
9,177
+243
+3% +$53.6K 0.42% 44
2021
Q4 		$2.27M Buy
8,934
+52
+0.6% +$13.1K 0.46% 41
2021
Q3 		$2.1M Buy
8,882
+226
+3% +$54.7K 0.47% 43
2021
Q2 		$2.05M Buy
8,656
+777
+10% +$174K 0.48% 41
2021
Q1 		$1.69M Sell
7,879
-578
-7% -$125K 0.47% 42
2020
Q4 		$1.79M Buy
8,457
+211
+3% +$41.6K 0.53% 36
2020
Q3 		$1.49M Sell
8,246
-307
-4% -$54.1K 0.53% 41
2020
Q2 		$1.41M Buy
8,553
+203
+2% +$30.7K 0.56% 36
2020
Q1 		$1.06M Buy
+8,350
New +$1.27M 0.57% 40

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

Wealth Alliance's VOT Position: Q1 2026 in Review

Wealth Alliance reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 11% in Q1 2026, selling an estimated $294K and leaving 8,963 shares worth $2.31M. The position accounts for 0.23% of the portfolio, ranked #91.

Wealth Alliance first reported a position in VOT in Q1 2020 and has held it in 25 quarters since. The position peaked at $3.28M in Q2 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Wealth Alliance held 8,963 shares of Vanguard Mid-Cap Growth ETF worth $2.31M as of Q1 2026.
  • Wealth Alliance sold 1,070 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $294K.
  • Vanguard Mid-Cap Growth ETF made up 0.23% of Wealth Alliance's portfolio in Q1 2026, its #91 holding.
  • Wealth Alliance first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2020 and has held it in 25 quarters since.
  • Wealth Alliance's Vanguard Mid-Cap Growth ETF position peaked at $3.28M in Q2 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Wealth Alliance's 13F filing for Q1 2026, filed 14 May 2026.