Overview
The growth half of the CRSP mid-cap universe — ~140 established companies still compounding fast, between small-cap chaos and mega-cap saturation.
Top Holdings
| Ticker | Holding | Weight |
|---|---|---|
| — | Technology | ~24% |
| — | Industrials | ~20% |
| — | Healthcare | ~16% |
| PLTR | Palantir Technologies | 2.4% |
| APH | Amphenol Corp. | 1.9% |
| MSCI | MSCI Inc. | 1.6% |
Fund Details
Investment Thesis
VOT owns the companies that graduated from small-cap growth and haven't yet hit the law of large numbers — historically fertile ground for multi-year compounders. Its modest +7.1% year against mid-cap value's surge illustrates the current style rotation; these cycles alternate, which is the argument for holding the fund through them rather than chasing whichever half just won.
Who It's For
Growth investors who want expansion-stage companies without mega-cap concentration, willing to hold through style rotations like the present one.
10-Year History
| Year | Close | % Chg |
|---|---|---|
| 2016 | $95.78 | -- |
| 2017 | $119.82 | +25.1% |
| 2018 | $114.06 | -4.8% |
| 2019 | $152.28 | +33.5% |
| 2020 | $220.95 | +45.1% |
| 2021 | $266.25 | +20.5% |
| 2022 | $182.38 | -31.5% |
| 2023 | $226.15 | +24.0% |
| 2024 | $263.47 | +16.5% |
| 2025 | $293.77 | +11.5% |
| Year | Yield |
|---|---|
| 2016 | 0.92% |
| 2017 | 0.95% |
| 2018 | 0.87% |
| 2019 | 0.90% |
| 2020 | 0.83% |
| 2021 | 0.85% |
| 2022 | 0.78% |
| 2023 | 0.80% |
| 2024 | 0.73% |
| 2025 | 0.73% |
| Year | AUM | % Chg |
|---|---|---|
| 2016 | $5.0B | -- |
| 2017 | $5.6B | +12.0% |
| 2018 | $6.3B | +12.5% |
| 2019 | $7.0B | +11.1% |
| 2020 | $7.9B | +12.9% |
| 2021 | $8.9B | +12.7% |
| 2022 | $9.9B | +11.2% |
| 2023 | $11B | +11.1% |
| 2024 | $12B | +9.1% |
| 2025 | $14B | +16.7% |
Historical figures are ETFHub estimates modelled from asset-class return patterns and may differ from official fund records. Data as of August 2026.
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