Accredited Investors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Accredited Investors’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	$301K	Hold	982	–	–	0.01%	241
2026 Q1	$253K	Hold	982	–	–	0.01%	246
2025 Q4	$274K	Hold	982	–	–	0.01%	233
2025 Q3	$289K	Hold	982	–	–	0.02%	206
2025 Q2	$279K	Hold	982	–	–	0.02%	199
2025 Q1	$240K	Hold	982	–	–	0.01%	208
2024 Q4	$249K	Sell	982 -6	-0.6%	-$1.54K	0.01%	197
2024 Q3	$241K	Hold	988	–	–	0.01%	202
2024 Q2	$227K	Sell	988 -13	-1%	-$2.98K	0.01%	196
2024 Q1	$236K	Buy	+1,001	New	+$224K	0.02%	188
2018 Q3	–	Sell	-1,813	Closed	-$244K	–	139
2018 Q2	$244K	Buy	+1,813	New	+$241K	0.06%	97

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

Accredited Investors's VOT Position: Q2 2026 in Review

Accredited Investors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 982 shares worth $301K. The position accounts for 0.01% of the portfolio, ranked #241.

Accredited Investors first reported a position in VOT in Q2 2018 and has held it in 11 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Accredited Investors held 982 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $301K as of Q2 2026.
Accredited Investors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Accredited Investors's portfolio in Q2 2026, its #241 holding.
Accredited Investors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2018 and has held it in 11 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Accredited Investors's 13F filing for Q2 2026, filed 21 Jul 2026.