Baltimore-Washington Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Baltimore-Washington Financial 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	$5.8M	Buy	18,932 +3,400	+22%	+$981K	0.22%	73
2026 Q1	$4M	Buy	+15,532	New	+$4.26M	0.17%	72

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

Baltimore-Washington Financial Advisors's VOT Position: Q2 2026 in Review

Baltimore-Washington Financial Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 22% in Q2 2026, buying an estimated $981K and bringing the position to 18,932 shares worth $5.8M. The position accounts for 0.22% of the portfolio, ranked #73.

Baltimore-Washington Financial Advisors first reported a position in VOT in Q1 2026 and has held it in 2 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Baltimore-Washington Financial Advisors held 18,932 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $5.8M as of Q2 2026.
Baltimore-Washington Financial Advisors bought 3,400 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $981K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.22% of Baltimore-Washington Financial Advisors's portfolio in Q2 2026, its #73 holding.
Baltimore-Washington Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Baltimore-Washington Financial Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.