Annis Gardner Whiting Capital Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Annis Gardner Whiting Capital Advisors’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	–	Sell	-110	Closed	-$28.3K	–	1224
2026 Q1	$28.3K	Buy	+110	New	+$30.2K	﹤0.01%	674
2024 Q3	–	Sell	-176	Closed	-$40.4K	–	948
2024 Q2	$40.4K	Hold	176	–	–	0.01%	438
2024 Q1	$41.5K	Hold	176	–	–	0.01%	411
2023 Q4	$38.6K	Hold	176	–	–	0.02%	332
2023 Q3	$34.3K	Buy	+176	New	+$35.9K	0.02%	326

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

Annis Gardner Whiting Capital Advisors's VOT Position: Q2 2026 in Review

Annis Gardner Whiting Capital Advisors sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 110 shares — an estimated $28.3K sold.

Annis Gardner Whiting Capital Advisors first reported a position in VOT in Q3 2023 and held it in 5 quarters. The position peaked at $41.5K in Q1 2024. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Annis Gardner Whiting Capital Advisors reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Annis Gardner Whiting Capital Advisors sold 110 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $28.3K.
Annis Gardner Whiting Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and held it in 5 quarters.
Annis Gardner Whiting Capital Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $41.5K in Q1 2024.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Annis Gardner Whiting Capital Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.