Apollon Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Apollon Financial’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	$1.52M	Buy	4,969 +680	+16%	+$196K	0.18%	114
2026 Q1	$1.1M	Buy	4,289 +669	+18%	+$184K	0.15%	120
2025 Q4	$1.01M	Buy	3,620 +580	+19%	+$166K	0.15%	119
2025 Q3	$893K	Buy	3,040 +1,093	+56%	+$315K	0.15%	116
2025 Q2	$554K	Hold	1,947	–	–	0.12%	125
2025 Q1	$476K	Buy	1,947 +332	+21%	+$86.3K	0.11%	128
2024 Q4	$410K	Buy	+1,615	New	+$416K	0.1%	130

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

Apollon Financial's VOT Position: Q2 2026 in Review

Apollon Financial increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 16% in Q2 2026, buying an estimated $196K and bringing the position to 4,969 shares worth $1.52M. The position accounts for 0.18% of the portfolio, ranked #114.

Apollon Financial first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Apollon Financial held 4,969 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.52M as of Q2 2026.
Apollon Financial bought 680 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $196K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.18% of Apollon Financial's portfolio in Q2 2026, its #114 holding.
Apollon Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Apollon Financial's 13F filing for Q2 2026, filed 23 Jul 2026.