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 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

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

Aspiriant LLC's VOT Position: Q2 2026 in Review

Aspiriant LLC held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,828 shares worth $560K. The position accounts for 0.01% of the portfolio, ranked #228.

Aspiriant LLC first reported a position in VOT in Q1 2023 and has held it in 10 quarters since. The position peaked at $705K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Aspiriant LLC held 1,828 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $560K as of Q2 2026.
Aspiriant LLC left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Aspiriant LLC's portfolio in Q2 2026, its #228 holding.
Aspiriant LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 10 quarters since.
Aspiriant LLC's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $705K in Q3 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Aspiriant LLC's 13F filing for Q2 2026, filed 20 Jul 2026.