Alexander Labrunerie & Co’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Alexander Labrunerie & Co’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	$2.24M	Sell	7,319 -1,110	-13%	-$320K	0.79%	30
2026 Q1	$2.17M	Buy	8,429 +180	+2%	+$49.4K	0.81%	36
2025 Q4	$2.3M	Buy	8,249 +311	+4%	+$89K	0.83%	31
2025 Q3	$2.33M	Buy	7,938 +2,995	+61%	+$864K	0.86%	29
2025 Q2	$1.41M	Sell	4,943 -33,204	-87%	-$8.56M	0.58%	37
2025 Q1	$9.33M	Buy	38,147 +1,356	+4%	+$353K	4.04%	6
2024 Q4	$9.34M	Buy	36,791 +207	+0.6%	+$53.3K	4.13%	4
2024 Q3	$8.91M	Sell	36,584 -895	-2%	-$208K	4.08%	5
2024 Q2	$8.6M	Buy	37,479 +1,774	+5%	+$407K	4.62%	5
2024 Q1	$8.42M	Buy	+35,705	New	+$8M	4.7%	6

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

Alexander Labrunerie & Co's VOT Position: Q2 2026 in Review

Alexander Labrunerie & Co reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 13% in Q2 2026, selling an estimated $320K and leaving 7,319 shares worth $2.24M. The position accounts for 0.79% of the portfolio, ranked #30.

Alexander Labrunerie & Co first reported a position in VOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $9.34M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Alexander Labrunerie & Co held 7,319 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.24M as of Q2 2026.
Alexander Labrunerie & Co sold 1,110 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $320K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.79% of Alexander Labrunerie & Co's portfolio in Q2 2026, its #30 holding.
Alexander Labrunerie & Co first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Alexander Labrunerie & Co's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $9.34M in Q4 2024.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Alexander Labrunerie & Co's 13F filing for Q2 2026, filed 3 Aug 2026.