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

Amara 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	$454K	Buy	1,482 +1	+0.1%	+$288	0.27%	30
2026 Q1	$381K	Sell	1,481 -1,033	-41%	-$283K	0.26%	34
2025 Q4	$702K	Buy	2,514 +184	+8%	+$52.7K	0.49%	25
2025 Q3	$684K	Buy	2,330 +856	+58%	+$247K	0.5%	25
2025 Q2	$419K	Sell	1,474 -6	-0.4%	-$1.55K	0.37%	27
2025 Q1	$362K	Buy	1,480 +3	+0.2%	+$780	0.33%	33
2024 Q4	$375K	Buy	1,477 +2	+0.1%	+$515	0.35%	30
2024 Q3	$359K	Buy	+1,475	New	+$343K	0.34%	30

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

Amara Financial's VOT Position: Q2 2026 in Review

Amara Financial increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.07% in Q2 2026, buying an estimated $288 and bringing the position to 1,482 shares worth $454K. The position accounts for 0.27% of the portfolio, ranked #30.

Amara Financial first reported a position in VOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $702K in Q4 2025. 1,096 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Amara Financial held 1,482 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $454K as of Q2 2026.
Amara Financial bought 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $288.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.27% of Amara Financial's portfolio in Q2 2026, its #30 holding.
Amara Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Amara Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $702K in Q4 2025.
1,096 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Amara Financial's 13F filing for Q2 2026, filed 7 Aug 2026.