Ballast Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Ballast Advisors’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	$7.96K	Hold	26	–	–	﹤0.01%	195
2026 Q1	$6.69K	Hold	26	–	–	﹤0.01%	326
2025 Q4	$7.26K	Buy	+26	New	+$7.44K	﹤0.01%	169

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

Ballast Advisors's VOT Position: Q2 2026 in Review

Ballast Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 26 shares worth $7.96K. The position accounts for ﹤0.01% of the portfolio, ranked #195.

Ballast Advisors first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Ballast Advisors held 26 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $7.96K as of Q2 2026.
Ballast Advisors 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 Ballast Advisors's portfolio in Q2 2026, its #195 holding.
Ballast Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Ballast Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.