AIM
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Anchor Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Anchor Investment 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 		$742K Sell
2,423
-353
-13% -$102K 0.06% 227
2026
Q1 		$715K Sell
2,776
-61
-2% -$16.7K 0.06% 232
2025
Q4 		$792K Buy
2,837
+319
+13% +$91.3K 0.06% 223
2025
Q3 		$740K Buy
2,518
+483
+24% +$139K 0.06% 228
2025
Q2 		$579K Buy
2,035
+69
+4% +$17.8K 0.05% 243
2025
Q1 		$481K Buy
1,966
+90
+5% +$23.4K 0.04% 258
2024
Q4 		$476K Sell
1,876
-152
-7% -$39.1K 0.04% 260
2024
Q3 		$494K Buy
2,028
+300
+17% +$69.9K 0.05% 262
2024
Q2 		$397K Sell
1,728
-476
-22% -$109K 0.04% 265
2024
Q1 		$520K Buy
2,204
+372
+20% +$83.3K 0.05% 240
2023
Q4 		$402K Buy
1,832
+107
+6% +$21.4K 0.05% 265
2023
Q3 		$336K Buy
1,725
+129
+8% +$26.3K 0.04% 278
2023
Q2 		$328K Buy
1,596
+98
+7% +$19K 0.04% 274
2023
Q1 		$292K Hold
1,498
– – 0.04% 286
2022
Q4 		$269K Sell
1,498
-32
-2% -$5.8K 0.04% 295
2022
Q3 		$261K Hold
1,530
– – 0.04% 290
2022
Q2 		$268K Buy
1,530
+32
+2% +$6.2K 0.04% 307
2022
Q1 		$334K Hold
1,498
– – 0.04% 306
2021
Q4 		$381K Hold
1,498
– – 0.05% 287
2021
Q3 		$354K Hold
1,498
– – 0.05% 277
2021
Q2 		$354K Sell
1,498
-280
-16% -$62.8K 0.05% 282
2021
Q1 		$382K Buy
1,778
+980
+123% +$213K 0.06% 250
2020
Q4 		$169K Hold
798
– – 0.03% 321
2020
Q3 		$144K Buy
+798
New +$141K 0.03% 321

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

Anchor Investment Management's VOT Position: Q2 2026 in Review

Anchor Investment Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 13% in Q2 2026, selling an estimated $102K and leaving 2,423 shares worth $742K. The position accounts for 0.06% of the portfolio, ranked #227.

Anchor Investment Management first reported a position in VOT in Q3 2020 and has held it in 24 quarters since. The position peaked at $792K in Q4 2025. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Anchor Investment Management held 2,423 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $742K as of Q2 2026.
  • Anchor Investment Management sold 353 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $102K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Anchor Investment Management's portfolio in Q2 2026, its #227 holding.
  • Anchor Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • Anchor Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $792K in Q4 2025.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Anchor Investment Management's 13F filing for Q2 2026, filed 15 Sep 2026.