AmeriFlex Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

AmeriFlex Group’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	$1.44M	Sell	4,696 -164	-3%	-$47.3K	0.59%	32
2026 Q1	$1.25M	Sell	4,860 -485	-9%	-$133K	0.63%	28
2025 Q4	$1.49M	Sell	5,345 -5,329	-50%	-$1.53M	0.77%	24
2025 Q3	$3.14M	Buy	10,674 +4,976	+87%	+$1.44M	1.18%	19
2025 Q2	$1.6M	Buy	5,698 +85	+2%	+$21.9K	0.84%	26
2025 Q1	$1.37M	Buy	5,613 +654	+13%	+$170K	0.56%	37
2024 Q4	$1.34M	Buy	+4,959	New	+$1.28M	0.61%	36

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

AmeriFlex Group's VOT Position: Q2 2026 in Review

AmeriFlex Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.4% in Q2 2026, selling an estimated $47.3K and leaving 4,696 shares worth $1.44M. The position accounts for 0.59% of the portfolio, ranked #32.

AmeriFlex Group first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $3.14M in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

AmeriFlex Group held 4,696 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.44M as of Q2 2026.
AmeriFlex Group sold 164 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $47.3K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.59% of AmeriFlex Group's portfolio in Q2 2026, its #32 holding.
AmeriFlex Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
AmeriFlex Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.14M in Q3 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on AmeriFlex Group's 13F filing for Q2 2026, filed 14 Aug 2026.