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Allred Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Allred Capital 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 		$268K Hold
876
– – 0.09% 149
2026
Q1 		$225K Hold
876
– – 0.08% 149
2025
Q4 		$245K Buy
876
+2
+0.2% +$572 0.09% 146
2025
Q3 		$257K Buy
874
+25
+3% +$7.21K 0.09% 156
2025
Q2 		$241K Sell
849
-400
-32% -$103K 0.09% 148
2025
Q1 		$305K Sell
1,249
-295
-19% -$76.7K 0.12% 133
2024
Q4 		$392K Buy
1,544
+4
+0.3% +$1.03K 0.15% 125
2024
Q3 		$375K Buy
1,540
+38
+3% +$8.85K 0.15% 122
2024
Q2 		$345K Buy
1,502
+25
+2% +$5.73K 0.13% 133
2024
Q1 		$348K Buy
1,477
+126
+9% +$28.2K 0.14% 131
2023
Q4 		$297K Buy
1,351
+2
+0.1% +$400 0.13% 137
2023
Q3 		$263K Buy
1,349
+1
+0.1% +$204 0.13% 133
2023
Q2 		$277K Sell
1,348
-9
-0.7% -$1.74K 0.14% 125
2023
Q1 		$263K Buy
1,357
+2
+0.1% +$383 0.14% 128
2022
Q4 		$244K Sell
1,355
-116
-8% -$21K 0.13% 133
2022
Q3 		$251K Buy
1,471
+2
+0.1% +$379 0.16% 125
2022
Q2 		$258K Sell
1,469
-49
-3% -$9.49K 0.16% 132
2022
Q1 		$339K Sell
1,518
-697
-31% -$154K 0.18% 130
2021
Q4 		$564K Buy
2,215
+101
+5% +$25.5K 0.27% 93
2021
Q3 		$500K Sell
2,114
-231
-10% -$55.9K 0.26% 100
2021
Q2 		$554K Buy
2,345
+1
+0% +$224 0.27% 95
2021
Q1 		$502K Sell
2,344
-396
-14% -$85.9K 0.23% 98
2020
Q4 		$581K Sell
2,740
-48
-2% -$9.45K 0.32% 82
2020
Q3 		$501K Buy
2,788
+2
+0.1% +$353 0.3% 84
2020
Q2 		$459K Sell
2,786
-28
-1% -$4.23K 0.29% 87
2020
Q1 		$357K Sell
2,814
-1,898
-40% -$288K 0.28% 91
2019
Q4 		$748K Sell
4,712
-393
-8% -$60K 0.41% 59
2019
Q3 		$747K Buy
5,105
+5
+0.1% +$749 0.45% 63
2019
Q2 		$768K Sell
5,100
-125
-2% -$18.2K 0.44% 63
2019
Q1 		$756K Buy
5,225
+4
+0.1% +$538 0.43% 72
2018
Q4 		$624K Buy
+5,221
New +$670K 0.42% 76

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

Allred Capital Management's VOT Position: Q2 2026 in Review

Allred Capital Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 876 shares worth $268K. The position accounts for 0.09% of the portfolio, ranked #149.

Allred Capital Management first reported a position in VOT in Q4 2018 and has held it in 31 quarters since. The position peaked at $768K in Q2 2019. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Allred Capital Management held 876 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $268K as of Q2 2026.
  • Allred Capital Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.09% of Allred Capital Management's portfolio in Q2 2026, its #149 holding.
  • Allred Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Allred Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $768K in Q2 2019.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Allred Capital Management's 13F filing for Q2 2026, filed 12 Aug 2026.