Wood Tarver Financial Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Wood Tarver Financial 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	$1.29M	Buy	4,999 +12	+0.2%	+$3.29K	0.36%	43
2025 Q4	$1.39M	Buy	4,987 +37	+0.7%	+$10.6K	0.39%	43
2025 Q3	$1.45M	Buy	4,950 +10	+0.2%	+$2.88K	0.43%	39
2025 Q2	$1.4M	Buy	4,940 +3	+0.1%	+$774	0.42%	40
2025 Q1	$1.21M	Buy	4,937 +11	+0.2%	+$2.86K	0.39%	38
2024 Q4	$1.25M	Buy	+4,926	New	+$1.27M	0.42%	35

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

Wood Tarver Financial Group's VOT Position: Q1 2026 in Review

Wood Tarver Financial Group increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.24% in Q1 2026, buying an estimated $3.29K and bringing the position to 4,999 shares worth $1.29M. The position accounts for 0.36% of the portfolio, ranked #43.

Wood Tarver Financial Group first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $1.45M in Q3 2025. 1,052 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Wood Tarver Financial Group held 4,999 shares of Vanguard Mid-Cap Growth ETF worth $1.29M as of Q1 2026.
Wood Tarver Financial Group bought 12 Vanguard Mid-Cap Growth ETF shares in Q1 2026, an estimated $3.29K.
Vanguard Mid-Cap Growth ETF made up 0.36% of Wood Tarver Financial Group's portfolio in Q1 2026, its #43 holding.
Wood Tarver Financial Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
Wood Tarver Financial Group's Vanguard Mid-Cap Growth ETF position peaked at $1.45M in Q3 2025.
1,052 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q1 2026.

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