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Willis Johnson & Associates’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Willis Johnson & Associates’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 		$3.34M Sell
12,971
-828
-6% -$227K 0.19% 44
2025
Q4 		$3.85M Sell
13,799
-605
-4% -$173K 0.24% 40
2025
Q3 		$4.23M Sell
14,404
-1,857
-11% -$536K 0.26% 39
2025
Q2 		$4.62M Buy
16,261
+1,275
+9% +$329K 0.31% 37
2025
Q1 		$3.67M Buy
14,986
+2,555
+21% +$664K 0.28% 42
2024
Q4 		$3.15M Sell
12,431
-192
-2% -$49.4K 0.24% 45
2024
Q3 		$3.07M Buy
12,623
+166
+1% +$38.7K 0.23% 46
2024
Q2 		$2.86M Sell
12,457
-174
-1% -$39.9K 0.23% 45
2024
Q1 		$2.98M Sell
12,631
-158
-1% -$35.4K 0.26% 44
2023
Q4 		$2.81M Sell
12,789
-92
-0.7% -$18.4K 0.26% 45
2023
Q3 		$2.51M Sell
12,881
-171
-1% -$34.9K 0.26% 49
2023
Q2 		$2.69M Sell
13,052
-859
-6% -$166K 0.29% 42
2023
Q1 		$2.71M Buy
13,911
+3,391
+32% +$649K 0.32% 42
2022
Q4 		$1.89M Sell
10,520
-1,358
-11% -$246K 0.25% 46
2022
Q3 		$2.03M Buy
11,878
+7,415
+166% +$1.4M 0.3% 45
2022
Q2 		$783K Buy
+4,463
New +$864K 0.11% 58

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

Willis Johnson & Associates's VOT Position: Q1 2026 in Review

Willis Johnson & Associates reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 6% in Q1 2026, selling an estimated $227K and leaving 12,971 shares worth $3.34M. The position accounts for 0.19% of the portfolio, ranked #44.

Willis Johnson & Associates first reported a position in VOT in Q2 2022 and has held it in 16 quarters since. The position peaked at $4.62M in Q2 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Willis Johnson & Associates held 12,971 shares of Vanguard Mid-Cap Growth ETF worth $3.34M as of Q1 2026.
  • Willis Johnson & Associates sold 828 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $227K.
  • Vanguard Mid-Cap Growth ETF made up 0.19% of Willis Johnson & Associates's portfolio in Q1 2026, its #44 holding.
  • Willis Johnson & Associates first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
  • Willis Johnson & Associates's Vanguard Mid-Cap Growth ETF position peaked at $4.62M in Q2 2025.
  • 1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

Based on Willis Johnson & Associates's 13F filing for Q1 2026, filed 23 Apr 2026.