Arvest Investments’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Arvest Investments’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	$15.3M	Buy	50,086 +2,203	+5%	+$635K	1.86%	14
2026 Q1	$12.3M	Buy	47,883 +4,113	+9%	+$1.13M	1.68%	16
2025 Q4	$12.2M	Buy	43,770 +1,880	+4%	+$538K	1.72%	15
2025 Q3	$12.3M	Sell	41,890 -2,228	-5%	-$643K	1.77%	14
2025 Q2	$12.5M	Sell	44,118 -803	-2%	-$207K	1.89%	14
2025 Q1	$11M	Sell	44,921 -2,272	-5%	-$591K	1.73%	15
2024 Q4	$12M	Sell	47,193 -1,984	-4%	-$511K	1.91%	14
2024 Q3	$12M	Sell	49,177 -213	-0.4%	-$49.6K	1.81%	14
2024 Q2	$11.3M	Sell	49,390 -1,352	-3%	-$310K	1.82%	14
2024 Q1	$12M	Sell	50,742 -3,658	-7%	-$819K	1.9%	14
2023 Q4	$11.9M	Buy	+54,400	New	+$10.9M	1.94%	14

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Arvest Investments's VOT Position: Q2 2026 in Review

Arvest Investments increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.6% in Q2 2026, buying an estimated $635K and bringing the position to 50,086 shares worth $15.3M. The position accounts for 1.86% of the portfolio, ranked #14.

Arvest Investments first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Arvest Investments held 50,086 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $15.3M as of Q2 2026.
Arvest Investments bought 2,203 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $635K.
Vanguard Morningstar Mid-Cap Growth ETF made up 1.86% of Arvest Investments's portfolio in Q2 2026, its #14 holding.
Arvest Investments first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Arvest Investments's 13F filing for Q2 2026, filed 17 Jul 2026.