WWM
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Western Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Western Wealth Management’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 		$914K Sell
3,552
-131
-4% -$36K 0.03% 473
2025
Q4 		$1.03M Buy
3,683
+53
+1% +$15.2K 0.05% 341
2025
Q3 		$1.07M Sell
3,630
-2
-0.1% -$577 0.06% 294
2025
Q2 		$1.03M Sell
3,632
-539
-13% -$139K 0.06% 269
2025
Q1 		$1.02M Sell
4,171
-36
-0.9% -$9.36K 0.07% 247
2024
Q4 		$1.07M Sell
4,207
-97
-2% -$25K 0.07% 238
2024
Q3 		$1.05M Buy
4,304
+52
+1% +$12.1K 0.06% 301
2024
Q2 		$976K Sell
4,252
-113
-3% -$25.9K 0.07% 237
2024
Q1 		$1.03M Sell
4,365
-221
-5% -$49.5K 0.08% 226
2023
Q4 		$1.01M Sell
4,586
-91
-2% -$18.2K 0.07% 276
2023
Q3 		$911K Buy
4,677
+230
+5% +$47K 0.08% 270
2023
Q2 		$915K Sell
4,447
-334
-7% -$64.7K 0.08% 266
2023
Q1 		$932K Sell
4,781
-88
-2% -$16.8K 0.09% 242
2022
Q4 		$875K Sell
4,869
-4,865
-50% -$882K 0.09% 245
2022
Q3 		$1.66M Buy
9,734
+139
+1% +$26.3K 0.1% 212
2022
Q2 		$1.69M Buy
9,595
+40
+0.4% +$7.74K 0.1% 211
2022
Q1 		$2.13M Buy
9,555
+5,012
+110% +$1.11M 0.1% 196
2021
Q4 		$1.16M Buy
+4,543
New +$1.15M 0.11% 173
2021
Q2 		$1.19M Sell
5,015
-161
-3% -$36.1K 0.12% 182
2021
Q1 		$1.11M Buy
5,176
+585
+13% +$127K 0.15% 147
2020
Q4 		$974K Sell
4,591
-9
-0.2% -$1.77K 0.14% 161
2020
Q3 		$829K Sell
4,600
-61
-1% -$10.8K 0.14% 169
2020
Q2 		$769K Sell
4,661
-104
-2% -$15.7K 0.14% 164
2020
Q1 		$602K Sell
4,765
-156
-3% -$23.7K 0.14% 162
2019
Q4 		$781K Buy
4,921
+498
+11% +$76K 0.12% 161
2019
Q3 		$651K Sell
4,423
-64
-1% -$9.59K 0.14% 172
2019
Q2 		$668K Buy
4,487
+140
+3% +$20.4K 0.09% 187
2019
Q1 		$619K Buy
4,347
+345
+9% +$46.4K 0.14% 175
2018
Q4 		$479K Buy
+4,002
New +$514K 0.13% 179

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

Western Wealth Management's VOT Position: Q1 2026 in Review

Western Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 3.6% in Q1 2026, selling an estimated $36K and leaving 3,552 shares worth $914K. The position accounts for 0.03% of the portfolio, ranked #473.

Western Wealth Management first reported a position in VOT in Q4 2018 and has held it in 29 quarters since. The position peaked at $2.13M in Q1 2022. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Western Wealth Management held 3,552 shares of Vanguard Mid-Cap Growth ETF worth $914K as of Q1 2026.
  • Western Wealth Management sold 131 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $36K.
  • Vanguard Mid-Cap Growth ETF made up 0.03% of Western Wealth Management's portfolio in Q1 2026, its #473 holding.
  • Western Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Western Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $2.13M in Q1 2022.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Western Wealth Management's 13F filing for Q1 2026, filed 19 May 2026.