Aspiriant LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Aspiriant LLC’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 Q3	$225K	Sell	770 -1,058	-58%	-$317K	0.01%	385
2026 Q2	$560K	Hold	1,828	–	–	0.01%	228
2026 Q1	$470K	Sell	1,828 -570	-24%	-$156K	0.01%	227
2025 Q4	$669K	Hold	2,398	–	–	0.02%	190
2025 Q3	$705K	Hold	2,398	–	–	0.02%	176
2025 Q2	$682K	Hold	2,398	–	–	0.02%	174
2025 Q1	$587K	Buy	2,398 +570	+31%	+$148K	0.02%	176
2024 Q4	$464K	Hold	1,828	–	–	0.02%	195
2024 Q3	$445K	Hold	1,828	–	–	0.02%	196
2024 Q2	$420K	Buy	+1,828	New	+$419K	0.02%	197
2023 Q2	–	Sell	-2,427	Closed	-$473K	–	296
2023 Q1	$473K	Buy	+2,427	New	+$465K	0.02%	183

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Aspiriant LLC's VOT Position: Q3 2026 in Review

Aspiriant LLC reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 58% in Q3 2026, selling an estimated $317K and leaving 770 shares worth $225K. The position accounts for 0.01% of the portfolio, ranked #385.

Aspiriant LLC first reported a position in VOT in Q1 2023 and has held it in 11 quarters since. The position peaked at $705K in Q3 2025. 739 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Aspiriant LLC held 770 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $225K as of Q3 2026.
Aspiriant LLC sold 1,058 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $317K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Aspiriant LLC's portfolio in Q3 2026, its #385 holding.
Aspiriant LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 11 quarters since.
Aspiriant LLC's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $705K in Q3 2025.
739 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Aspiriant LLC's 13F filing for Q3 2026, filed 16 Oct 2026.