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

Wealthspan 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 		$427K Sell
1,659
-101
-6% -$27.7K 0.15% 84
2025
Q4 		$491K Sell
1,760
-87
-5% -$24.9K 0.18% 80
2025
Q3 		$543K Hold
1,847
– – 0.21% 71
2025
Q2 		$525K Hold
1,847
– – 0.22% 68
2025
Q1 		$452K Sell
1,847
-59
-3% -$15.3K 0.21% 68
2024
Q4 		$484K Sell
1,906
-124
-6% -$31.9K 0.23% 69
2024
Q3 		$494K Sell
2,030
-130
-6% -$30.3K 0.24% 65
2024
Q2 		$496K Sell
2,160
-43
-2% -$9.86K 0.27% 59
2024
Q1 		$519K Buy
2,203
+265
+14% +$59.4K 0.31% 59
2023
Q4 		$426K Sell
1,938
-100
-5% -$20K 0.3% 55
2023
Q3 		$397K Buy
2,038
+48
+2% +$9.8K 0.31% 54
2023
Q2 		$409K Hold
1,990
– – 0.32% 52
2023
Q1 		$388K Sell
1,990
-109
-5% -$20.9K 0.33% 52
2022
Q4 		$377K Buy
2,099
+82
+4% +$14.9K 0.34% 51
2022
Q3 		$344K Sell
2,017
-40
-2% -$7.57K 0.36% 47
2022
Q2 		$361K Buy
2,057
+59
+3% +$11.4K 0.37% 46
2022
Q1 		$445K Sell
1,998
-432
-18% -$95.4K 0.4% 42
2021
Q4 		$619K Buy
+2,430
New +$613K 0.55% 34

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

Wealthspan Partners's VOT Position: Q1 2026 in Review

Wealthspan Partners reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 5.7% in Q1 2026, selling an estimated $27.7K and leaving 1,659 shares worth $427K. The position accounts for 0.15% of the portfolio, ranked #84.

Wealthspan Partners first reported a position in VOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $619K in Q4 2021. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Wealthspan Partners held 1,659 shares of Vanguard Mid-Cap Growth ETF worth $427K as of Q1 2026.
  • Wealthspan Partners sold 101 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $27.7K.
  • Vanguard Mid-Cap Growth ETF made up 0.15% of Wealthspan Partners's portfolio in Q1 2026, its #84 holding.
  • Wealthspan Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Wealthspan Partners's Vanguard Mid-Cap Growth ETF position peaked at $619K in Q4 2021.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Wealthspan Partners's 13F filing for Q1 2026, filed 8 Apr 2026.