Americana Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Americana Partners’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	$2.49M	Buy	8,130 +375	+5%	+$108K	0.06%	208
2026 Q1	$2M	Hold	7,755	–	–	0.05%	214
2025 Q4	$2.16M	Hold	7,755	–	–	0.06%	200
2025 Q3	$2.28M	Hold	7,755	–	–	0.07%	187
2025 Q2	$2.21M	Hold	7,755	–	–	0.08%	186
2025 Q1	$1.9M	Hold	7,755	–	–	0.07%	184
2024 Q4	$1.97M	Hold	7,755	–	–	0.08%	177
2024 Q3	$1.89M	Hold	7,755	–	–	0.13%	144
2024 Q2	$1.78M	Hold	7,755	–	–	0.14%	144
2024 Q1	$1.83M	Hold	7,755	–	–	0.15%	138
2023 Q4	$1.7M	Hold	7,755	–	–	0.16%	124
2023 Q3	$1.51M	Hold	7,755	–	–	0.16%	120
2023 Q2	$1.6M	Hold	7,755	–	–	0.21%	108
2023 Q1	$1.51M	Hold	7,755	–	–	0.24%	99
2022 Q4	$1.39M	Buy	+7,755	New	+$1.41M	0.24%	94
2022 Q1	–	Sell	-7,755	Closed	-$1.97M	–	290
2021 Q4	$1.97M	Buy	+7,755	New	+$1.95M	0.36%	78

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

Americana Partners's VOT Position: Q2 2026 in Review

Americana Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.8% in Q2 2026, buying an estimated $108K and bringing the position to 8,130 shares worth $2.49M. The position accounts for 0.06% of the portfolio, ranked #208.

Americana Partners first reported a position in VOT in Q4 2021 and has held it in 16 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Americana Partners held 8,130 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.49M as of Q2 2026.
Americana Partners bought 375 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $108K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Americana Partners's portfolio in Q2 2026, its #208 holding.
Americana Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Americana Partners's 13F filing for Q2 2026, filed 5 Aug 2026.