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VOTVOT
30 quarters

Position history for RWA WEALTH PARTNERS, LLCRWA WEALTH PARTNERS, LLC's holdings in VANGUARD MID-CAP GROWTH ETF

RWA WEALTH PARTNERS, LLC holds 28,625 shares of VOT (VANGUARD MID-CAP GROWTH ETF), worth $8.8M as of 2026-Q2. The position was decreased (-4.5% shares). VOT represents 0.1% of RWA WEALTH PARTNERS, LLC's portfolio.

Current Value

$8.8M

Current Shares

28,625

Total Value Change

-$1.1M

Total Shares Change

-40,683

Quarter-by-Quarter History
QuarterActionSharesChangeValueWeightPriceConviction
2026-Q2
Latest
Decreased
28,625
-4.5%
$8.8M0.1%$306.30
0
2026-Q1
Decreased
29,980
-3.0%
$7.7M0.1%$274.95
0
2025-Q4
Decreased
30,898
-1.0%
$8.6M0.1%$282.13
0
2025-Q3
Decreased
31,206
-1.6%
$9.2M0.1%$292.78
0
2025-Q2
Decreased
31,724
-1.5%
$9M0.1%$281.02
0
2025-Q1
Decreased
32,220
-1.0%
$7.9M0.1%$242.97
0
2024-Q4
Increased
32,538
+0.0%
$8.3M0.1%$253.44
33
2024-Q3
Decreased
32,529
-8.2%
$7.9M0.1%$240.83
0
2024-Q2
Increased
35,448
+0.9%
$8.1M0.1%$227.25
33
2024-Q1
Increased
35,138
+0.4%
$8.3M0.1%$233.03
33
2023-Q4
Decreased
34,990
-5.3%
$7.7M0.1%$216.62
0
2023-Q3
Increased
36,960
+6.1%
$7.2M0.2%$191.65
35
2023-Q2
Decreased
34,834
-1.5%
$7.2M0.2%$200.22
0
2023-Q1
Decreased
35,350
-0.9%
$6.9M0.2%$187.86
0
2022-Q4
Decreased
35,685
-63.0%
$6.7M0.2%$175.96
0
2022-Q3
Increased
96,456
+5.9%
$16.5M1.2%$167.91
47
2022-Q2
Decreased
91,056
-4.7%
$16M1.1%$172.70
0
2022-Q1
Increased
95,493
+1.4%
$21.3M1.4%$219.50
45
2021-Q4
Increased
94,195
+1.6%
$24M1.6%$248.12
46
2021-Q3
Increased
92,736
+2.0%
$21.9M1.6%$230.44
46
2021-Q2
Increased
90,899
+1.0%
$21.5M1.6%$230.09
45
2021-Q1
Decreased
89,963
-4.2%
$19.3M1.6%$205.08
0
2020-Q4
Increased
93,920
+1.9%
$19.9M1.8%$205.11
46
2020-Q3
Increased
92,181
+2.3%
$16.6M1.7%$173.16
45
2020-Q2
Increased
90,138
+25.7%
$14.9M1.8%$156.49
55
2020-Q1
Increased
71,692
+10.5%
$9.1M1.3%$124.45
48
2019-Q4
Increased
64,877
+1.0%
$10.3M1.0%$151.93
44
2019-Q3
Decreased
64,253
-11.0%
$9.5M1.0%$141.02
0
2019-Q2
Increased
72,210
+4.2%
$10.8M1.2%$142.83
46
2019-Q1
New
69,308
-
$9.9M1.1%$136.33
63

Other major holders of VOT: Steward Partners Investment Advisory, LLC, BNP PARIBAS FINANCIAL MARKETS, ROYAL BANK OF CANADA, MORGAN STANLEY

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