American Financial & Tax Strategies’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

American Financial & Tax Strategies’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	$3.46M	Buy	11,298 +57	+0.5%	+$16.4K	1.56%	24
2026 Q1	$2.89M	Sell	11,241 -258	-2%	-$70.8K	1.41%	26
2025 Q4	$3.21M	Sell	11,499 -653	-5%	-$187K	1.6%	22
2025 Q3	$3.57M	Sell	12,152 -454	-4%	-$131K	1.78%	19
2025 Q2	$3.59M	Sell	12,606 -43	-0.3%	-$11.1K	1.85%	17
2025 Q1	$3.09M	Sell	12,649 -176	-1%	-$45.8K	1.66%	21
2024 Q4	$3.25M	Buy	12,825 +64	+0.5%	+$16.5K	1.69%	19
2024 Q3	$3.11M	Buy	12,761 +355	+3%	+$82.7K	1.58%	23
2024 Q2	$2.85M	Buy	12,406 +292	+2%	+$67K	1.5%	25
2024 Q1	$2.86M	Buy	12,114 +375	+3%	+$84K	1.53%	25
2023 Q4	$2.58M	Buy	+11,739	New	+$2.35M	1.47%	27

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

American Financial & Tax Strategies's VOT Position: Q2 2026 in Review

American Financial & Tax Strategies increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.51% in Q2 2026, buying an estimated $16.4K and bringing the position to 11,298 shares worth $3.46M. The position accounts for 1.56% of the portfolio, ranked #24.

American Financial & Tax Strategies first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $3.59M in Q2 2025. 900 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

American Financial & Tax Strategies held 11,298 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.46M as of Q2 2026.
American Financial & Tax Strategies bought 57 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $16.4K.
Vanguard Morningstar Mid-Cap Growth ETF made up 1.56% of American Financial & Tax Strategies's portfolio in Q2 2026, its #24 holding.
American Financial & Tax Strategies first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
American Financial & Tax Strategies's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.59M in Q2 2025.
900 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on American Financial & Tax Strategies's 13F filing for Q2 2026, filed 7 Aug 2026.