1832 Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

1832 Asset 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 Q2	$51.2M	Hold	167,203	–	–	0.03%	242
2026 Q1	$43M	Buy	167,203 +14,324	+9%	+$3.93M	0.04%	236
2025 Q4	$42.7M	Buy	152,879 +6,547	+4%	+$1.87M	0.03%	235
2025 Q3	$43M	Sell	146,332 -910	-0.6%	-$263K	0.03%	211
2025 Q2	$41.9M	Sell	147,242 -5,456	-4%	-$1.41M	0.03%	208
2025 Q1	$37.4M	Buy	152,698 +7,116	+5%	+$1.85M	0.03%	228
2024 Q4	$36.9M	Sell	145,582 -21,721	-13%	-$5.59M	0.03%	218
2024 Q3	$40.7M	Buy	167,303 +3,033	+2%	+$706K	0.03%	231
2024 Q2	$37.7M	Sell	164,270 -3,571	-2%	-$819K	0.03%	219
2024 Q1	$39.6M	Sell	167,841 -8,127	-5%	-$1.82M	0.02%	200
2023 Q4	$38.6M	Buy	175,968 +21	+0%	+$4.2K	0.06%	197
2023 Q3	$34.3M	Buy	175,947 +1,802	+1%	+$368K	0.05%	201
2023 Q2	$35.8M	Sell	174,145 -9,110	-5%	-$1.77M	0.04%	205
2023 Q1	$35.7M	Sell	183,255 -6,572	-3%	-$1.26M	0.05%	210
2022 Q4	$34.1M	Buy	189,827 +624	+0.3%	+$113K	0.06%	226
2022 Q3	$32.3M	Sell	189,203 -10,901	-5%	-$2.06M	0.06%	223
2022 Q2	$35.1M	Buy	200,104 +7,503	+4%	+$1.45M	0.06%	219
2022 Q1	$42.3M	Buy	+192,601	New	+$42.5M	0.06%	229

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

1832 Asset Management's VOT Position: Q2 2026 in Review

1832 Asset Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 167,203 shares worth $51.2M. The position accounts for 0.03% of the portfolio, ranked #242.

1832 Asset Management first reported a position in VOT in Q1 2022 and has held it in 18 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

1832 Asset Management held 167,203 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $51.2M as of Q2 2026.
1832 Asset Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of 1832 Asset Management's portfolio in Q2 2026, its #242 holding.
1832 Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on 1832 Asset Management's 13F filing for Q2 2026, filed 13 Aug 2026.