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Agate Pass Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Agate Pass Investment 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 		$217K Buy
+709
New +$205K 0.08% 106
2025
Q4 		– Sell
-709
Closed -$208K – 107
2025
Q3 		$208K Hold
709
– – 0.08% 103
2025
Q2 		$202K Buy
+709
New +$183K 0.08% 106

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

Agate Pass Investment Management's VOT Position: Q2 2026 in Review

Agate Pass Investment Management opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 709 shares worth $217K. The stake represents 0.08% of the portfolio and ranks #106 among its holdings. This is a return to the name: Agate Pass Investment Management previously reported a position in VOT as recently as Q3 2025.

Agate Pass Investment Management first reported a position in VOT in Q2 2025 and has held it in 3 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Agate Pass Investment Management held 709 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $217K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Agate Pass Investment Management position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of Agate Pass Investment Management's portfolio in Q2 2026, its #106 holding.
  • Agate Pass Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Agate Pass Investment Management's 13F filing for Q2 2026, filed 8 Jul 2026.