3F
VOT icon

360 Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

360 Financial’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 		$8.32M Sell
27,149
-886
-3% -$256K 2.11% 12
2026
Q1 		$7.21M Sell
28,035
-88
-0.3% -$24.1K 2.17% 12
2025
Q4 		$7.85M Sell
28,123
-1,398
-5% -$400K 2.37% 12
2025
Q3 		$8.67M Sell
29,521
-76
-0.3% -$21.9K 2.79% 9
2025
Q2 		$8.42M Buy
29,597
+564
+2% +$145K 2.66% 12
2025
Q1 		$7.1M Buy
29,033
+809
+3% +$210K 2.57% 12
2024
Q4 		$7.16M Buy
28,224
+513
+2% +$132K 2.59% 11
2024
Q3 		$6.75M Buy
27,711
+222
+0.8% +$51.7K 2.49% 12
2024
Q2 		$6.31M Buy
27,489
+553
+2% +$127K 2.39% 13
2024
Q1 		$6.35M Buy
26,936
+1,595
+6% +$357K 2.47% 12
2023
Q4 		$5.56M Buy
25,341
+1,623
+7% +$324K 2.46% 12
2023
Q3 		$4.59M Buy
23,718
+694
+3% +$142K 2.85% 10
2023
Q2 		$4.74M Buy
23,024
+24
+0.1% +$4.65K 2.45% 11
2023
Q1 		$4.48M Sell
23,000
-650
-3% -$124K 2.37% 12
2022
Q4 		$4.03M Hold
23,650
– – 2.62% 11
2022
Q3 		$4.03M Buy
23,650
+992
+4% +$188K 2.63% 11
2022
Q2 		$4.24M Sell
22,658
-676
-3% -$131K 2.55% 12
2022
Q1 		$5.3M Buy
23,334
+1,252
+6% +$276K 2.56% 13
2021
Q4 		$5.62M Buy
22,082
+25
+0.1% +$6.3K 2.56% 13
2021
Q3 		$5.21M Buy
22,057
+323
+1% +$78.2K 2.69% 13
2021
Q2 		$5.14M Buy
21,734
+1,866
+9% +$418K 2.67% 13
2021
Q1 		$4.26M Buy
19,868
+818
+4% +$177K 2.4% 13
2020
Q4 		$4.04M Sell
19,050
-658
-3% -$130K 2.4% 13
2020
Q3 		$3.55M Buy
19,708
+756
+4% +$133K 2.51% 12
2020
Q2 		$3.19M Buy
18,952
+3,395
+22% +$513K 2.65% 10
2020
Q1 		$1.97M Sell
15,557
-338
-2% -$51.3K 2.07% 11
2019
Q4 		$2.64M Buy
+15,895
New +$2.43M 1.94% 12

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

360 Financial's VOT Position: Q2 2026 in Review

360 Financial reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.2% in Q2 2026, selling an estimated $256K and leaving 27,149 shares worth $8.32M. The position accounts for 2.11% of the portfolio, ranked #12.

360 Financial first reported a position in VOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $8.67M in Q3 2025. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • 360 Financial held 27,149 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $8.32M as of Q2 2026.
  • 360 Financial sold 886 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $256K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 2.11% of 360 Financial's portfolio in Q2 2026, its #12 holding.
  • 360 Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 360 Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $8.67M in Q3 2025.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on 360 Financial's 13F filing for Q2 2026, filed 11 Aug 2026.