WLIM
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White Lighthouse Investment Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

White Lighthouse Investment 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 		$3.4M Buy
13,213
+513
+4% +$141K 0.47% 37
2025
Q4 		$3.55M Buy
12,700
+708
+6% +$203K 0.49% 36
2025
Q3 		$3.52M Sell
11,992
-440
-4% -$127K 0.54% 35
2025
Q2 		$3.54M Buy
12,432
+672
+6% +$173K 0.58% 33
2025
Q1 		$2.88M Sell
11,760
-701
-6% -$182K 0.51% 35
2024
Q4 		$3.16M Buy
12,461
+573
+5% +$147K 0.56% 34
2024
Q3 		$2.89M Buy
11,888
+154
+1% +$35.9K 0.52% 36
2024
Q2 		$2.69M Sell
11,734
-168
-1% -$38.5K 0.52% 37
2024
Q1 		$2.81M Sell
11,902
-183
-2% -$41K 0.57% 35
2023
Q4 		$2.65M Sell
12,085
-707
-6% -$141K 0.58% 34
2023
Q3 		$2.49M Sell
12,792
-431
-3% -$88K 0.6% 33
2023
Q2 		$2.72M Sell
13,223
-471
-3% -$91.3K 0.65% 32
2023
Q1 		$2.67M Buy
13,694
+1,029
+8% +$197K 0.67% 33
2022
Q4 		$2.28M Sell
12,665
-67
-0.5% -$12.1K 0.62% 35
2022
Q3 		$2.17M Buy
12,732
+227
+2% +$43K 0.63% 35
2022
Q2 		$2.19M Buy
12,505
+195
+2% +$37.7K 0.63% 35
2022
Q1 		$2.74M Sell
12,310
-1,530
-11% -$338K 0.7% 33
2021
Q4 		$3.52M Sell
13,840
-250
-2% -$63K 0.88% 27
2021
Q3 		$3.33M Sell
14,090
-549
-4% -$133K 0.89% 27
2021
Q2 		$3.46M Buy
14,639
+892
+6% +$200K 0.95% 27
2021
Q1 		$2.95M Sell
13,747
-511
-4% -$111K 0.9% 27
2020
Q4 		$3.02M Buy
14,258
+479
+3% +$94.3K 0.97% 27
2020
Q3 		$2.48M Sell
13,779
-2,163
-14% -$381K 0.86% 29
2020
Q2 		$2.63M Sell
15,942
-2,851
-15% -$431K 0.97% 26
2020
Q1 		$2.38M Buy
18,793
+474
+3% +$72K 1% 29
2019
Q4 		$2.91M Buy
18,319
+2,415
+15% +$368K 1.07% 27
2019
Q3 		$2.36M Buy
15,904
+1,265
+9% +$189K 0.95% 30
2019
Q2 		$2.19M Buy
14,639
+1,964
+15% +$286K 0.91% 30
2019
Q1 		$1.81M Buy
12,675
+5,007
+65% +$674K 0.83% 33
2018
Q4 		$918K Buy
7,668
+625
+9% +$80.3K 0.5% 47
2018
Q3 		$1M Buy
7,043
+1,140
+19% +$160K 0.51% 47
2018
Q2 		$793K Buy
5,903
+955
+19% +$127K 0.44% 55
2018
Q1 		$641K Buy
4,948
+1,053
+27% +$138K 0.37% 63
2017
Q4 		$497K Buy
+3,895
New +$489K 0.29% 74

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

White Lighthouse Investment Management's VOT Position: Q1 2026 in Review

White Lighthouse Investment Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 4% in Q1 2026, buying an estimated $141K and bringing the position to 13,213 shares worth $3.4M. The position accounts for 0.47% of the portfolio, ranked #37.

White Lighthouse Investment Management first reported a position in VOT in Q4 2017 and has held it in 34 quarters since. The position peaked at $3.55M in Q4 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • White Lighthouse Investment Management held 13,213 shares of Vanguard Mid-Cap Growth ETF worth $3.4M as of Q1 2026.
  • White Lighthouse Investment Management bought 513 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $141K.
  • Vanguard Mid-Cap Growth ETF made up 0.47% of White Lighthouse Investment Management's portfolio in Q1 2026, its #37 holding.
  • White Lighthouse Investment Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and has held it in 34 quarters since.
  • White Lighthouse Investment Management's Vanguard Mid-Cap Growth ETF position peaked at $3.55M in Q4 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on White Lighthouse Investment Management's 13F filing for Q1 2026, filed 15 May 2026.