Wells Financial Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Wells Financial Advisors’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	$7.46K	Sell	29 -1,217	-98%	-$334K	0.03%	52
2025 Q4	$348K	Sell	1,246 -95	-7%	-$27.2K	0.66%	25
2025 Q3	$394K	Sell	1,341 -15	-1%	-$4.33K	0.53%	31
2025 Q2	$386K	Hold	1,356	–	–	0.53%	30
2025 Q1	$332K	Hold	1,356	–	–	0.46%	31
2024 Q4	$344K	Hold	1,356	–	–	0.47%	32
2024 Q3	$330K	Hold	1,356	–	–	0.45%	31
2024 Q2	$311K	Hold	1,356	–	–	0.2%	44
2024 Q1	$320K	Hold	1,356	–	–	0.22%	36
2023 Q4	$298K	Hold	1,356	–	–	0.22%	35
2023 Q3	$264K	Hold	1,356	–	–	0.21%	34
2023 Q2	$279K	Hold	1,356	–	–	0.21%	33
2023 Q1	$264K	Hold	1,356	–	–	0.21%	37
2022 Q4	$244K	Hold	1,356	–	–	0.2%	36
2022 Q3	$231K	Sell	1,356 -15	-1%	-$2.84K	0.22%	32
2022 Q2	$240K	Sell	1,371 -10	-0.7%	-$1.94K	0.22%	32
2022 Q1	$308K	Hold	1,381	–	–	0.26%	33
2021 Q4	$352K	Hold	1,381	–	–	0.28%	32
2021 Q3	$326K	Hold	1,381	–	–	0.28%	33
2021 Q2	$326K	Hold	1,381	–	–	0.27%	33
2021 Q1	$296K	Sell	1,381 -317	-19%	-$68.8K	0.27%	35
2020 Q4	$360K	Buy	+1,698	New	+$334K	0.31%	30

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Wells Financial Advisors's VOT Position: Q1 2026 in Review

Wells Financial Advisors reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 98% in Q1 2026, selling an estimated $334K and leaving 29 shares worth $7.46K. The position accounts for 0.03% of the portfolio, ranked #52.

Wells Financial Advisors first reported a position in VOT in Q4 2020 and has held it in 22 quarters since. The position peaked at $394K in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Wells Financial Advisors held 29 shares of Vanguard Mid-Cap Growth ETF worth $7.46K as of Q1 2026.
Wells Financial Advisors sold 1,217 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $334K.
Vanguard Mid-Cap Growth ETF made up 0.03% of Wells Financial Advisors's portfolio in Q1 2026, its #52 holding.
Wells Financial Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
Wells Financial Advisors's Vanguard Mid-Cap Growth ETF position peaked at $394K in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Wells Financial Advisors's 13F filing for Q1 2026, filed 7 May 2026.