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

Atomi Financial Group’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	$1.08M	Buy	3,534 +17	+0.5%	+$4.9K	0.03%	445
2026 Q1	$905K	Buy	3,517 +32	+0.9%	+$8.78K	0.03%	467
2025 Q4	$973K	Buy	3,485 +480	+16%	+$137K	0.03%	420
2025 Q3	$883K	Buy	3,005 +1,915	+176%	+$552K	0.03%	424
2025 Q2	$310K	Sell	1,090 -509	-32%	-$131K	0.01%	797
2025 Q1	$391K	Buy	1,599 +236	+17%	+$61.4K	0.02%	642
2024 Q4	$346K	Buy	+1,363	New	+$351K	0.02%	648
2024 Q3	–	Sell	-2,695	Closed	-$619K	–	938
2024 Q2	$619K	Buy	+2,695	New	+$618K	0.05%	327

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

Atomi Financial Group's VOT Position: Q2 2026 in Review

Atomi Financial Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.48% in Q2 2026, buying an estimated $4.9K and bringing the position to 3,534 shares worth $1.08M. The position accounts for 0.03% of the portfolio, ranked #445.

Atomi Financial Group first reported a position in VOT in Q2 2024 and has held it in 8 quarters since. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Atomi Financial Group held 3,534 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.08M as of Q2 2026.
Atomi Financial Group bought 17 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.9K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Atomi Financial Group's portfolio in Q2 2026, its #445 holding.
Atomi Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 8 quarters since.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Atomi Financial Group's 13F filing for Q2 2026, filed 4 Aug 2026.