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VOT icon

Aufman Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Aufman Associates’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
Q1 		$6.35M Buy
24,677
+40
+0.2% +$11K 3.12% 6
2025
Q4 		$6.88M Sell
24,637
-185
-0.7% -$52.9K 3.52% 6
2025
Q3 		$7.29M Sell
24,822
-826
-3% -$238K 4.1% 5
2025
Q2 		$7.29M Sell
25,648
-58
-0.2% -$15K 4.5% 5
2025
Q1 		$6.29M Sell
25,706
-567
-2% -$147K 4.32% 5
2024
Q4 		$6.67M Sell
26,273
-85
-0.3% -$21.9K 4.5% 5
2024
Q3 		$6.42M Sell
26,358
-179
-0.7% -$41.7K 4.13% 5
2024
Q2 		$6.09M Sell
26,537
-82
-0.3% -$18.8K 4.34% 5
2024
Q1 		$6.28M Buy
26,619
+196
+0.7% +$43.9K 4.42% 5
2023
Q4 		$5.8M Sell
26,423
-295
-1% -$59K 4.38% 5
2023
Q3 		$5.2M Sell
26,718
-312
-1% -$63.7K 4.37% 5
2023
Q2 		$5.56M Buy
27,030
+7
+0% +$1.36K 4.59% 5
2023
Q1 		$5.27M Buy
27,023
+2,025
+8% +$388K 4.48% 5
2022
Q4 		$4.49M Buy
24,998
+9,523
+62% +$1.73M 4.15% 5
2022
Q3 		$2.64M Sell
15,475
-5
-0% -$946 2.78% 6
2022
Q2 		$2.71M Buy
15,480
+378
+3% +$73.2K 2.58% 6
2022
Q1 		$3.37M Sell
15,102
-6
-0% -$1.32K 2.65% 6
2021
Q4 		$3.85M Buy
15,108
+6
+0% +$1.51K 2.84% 6
2021
Q3 		$3.57M Sell
15,102
-407
-3% -$98.5K 2.94% 6
2021
Q2 		$3.67M Hold
15,509
– – 2.83% 6
2021
Q1 		$3.33M Sell
15,509
-559
-3% -$121K 2.77% 6
2020
Q4 		$3.41M Buy
16,068
+26
+0.2% +$5.12K 3.06% 6
2020
Q3 		$2.89M Sell
16,042
-377
-2% -$66.5K 3.11% 6
2020
Q2 		$2.71M Sell
16,419
-65
-0.4% -$9.83K 3.08% 6
2020
Q1 		$2.09M Sell
16,484
-1,742
-10% -$265K 2.88% 6
2019
Q4 		$2.89M Buy
+18,226
New +$2.78M 2.98% 6

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Aufman Associates's VOT Position: Q1 2026 in Review

Aufman Associates increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.16% in Q1 2026, buying an estimated $11K and bringing the position to 24,677 shares worth $6.35M. The position accounts for 3.12% of the portfolio, ranked #6.

Aufman Associates first reported a position in VOT in Q4 2019 and has held it in 26 quarters since. The position peaked at $7.29M in Q2 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Aufman Associates held 24,677 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $6.35M as of Q1 2026.
  • Aufman Associates bought 40 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $11K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 3.12% of Aufman Associates's portfolio in Q1 2026, its #6 holding.
  • Aufman Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • Aufman Associates's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $7.29M in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Aufman Associates's 13F filing for Q1 2026, filed 15 May 2026.