Wescott Financial Advisory Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Wescott Financial Advisory Group’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	$1.41M	Buy	5,463 +1	+0%	+$274	0.12%	79
2025 Q4	$1.52M	Buy	5,462 +59	+1%	+$16.9K	0.13%	76
2025 Q3	$1.59M	Buy	5,403 +5	+0.1%	+$1.44K	0.14%	70
2025 Q2	$1.54M	Buy	+5,398	New	+$1.39M	0.15%	70
2023 Q4	–	Sell	-1,107	Closed	-$216K	–	170
2023 Q3	$216K	Sell	1,107 -178	-14%	-$36.3K	0.04%	145
2023 Q2	$264K	Sell	1,285 -128	-9%	-$24.8K	0.05%	138
2023 Q1	$275K	Buy	1,413 +125	+10%	+$23.9K	0.06%	129
2022 Q4	$232K	Buy	1,288 +3	+0.2%	+$544	0.05%	136
2022 Q3	$219K	Buy	+1,285	New	+$243K	0.06%	125
2022 Q2	–	Sell	-1,133	Closed	-$252K	–	142
2022 Q1	$252K	Buy	+1,133	New	+$250K	0.06%	111

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

Wescott Financial Advisory Group's VOT Position: Q1 2026 in Review

Wescott Financial Advisory Group increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.02% in Q1 2026, buying an estimated $274 and bringing the position to 5,463 shares worth $1.41M. The position accounts for 0.12% of the portfolio, ranked #79.

Wescott Financial Advisory Group first reported a position in VOT in Q1 2022 and has held it in 10 quarters since. The position peaked at $1.59M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Wescott Financial Advisory Group held 5,463 shares of Vanguard Mid-Cap Growth ETF worth $1.41M as of Q1 2026.
Wescott Financial Advisory Group bought 1 Vanguard Mid-Cap Growth ETF share in Q1 2026, an estimated $274.
Vanguard Mid-Cap Growth ETF made up 0.12% of Wescott Financial Advisory Group's portfolio in Q1 2026, its #79 holding.
Wescott Financial Advisory Group first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2022 and has held it in 10 quarters since.
Wescott Financial Advisory Group's Vanguard Mid-Cap Growth ETF position peaked at $1.59M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q1 2026, filed 12 May 2026.