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Bare Financial Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bare Financial Services’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 		$10.5M Buy
34,210
+1,151
+3% +$332K 2.4% 15
2026
Q1 		$8.51M Buy
33,059
+2,313
+8% +$635K 2.25% 15
2025
Q4 		$8.58M Buy
30,746
+2,237
+8% +$640K 2.39% 15
2025
Q3 		$8.38M Buy
28,509
+2,019
+8% +$582K 2.5% 16
2025
Q2 		$7.53M Buy
26,490
+4,817
+22% +$1.24M 2.54% 14
2025
Q1 		$5.3M Buy
21,673
+1,794
+9% +$466K 2.04% 14
2024
Q4 		$5.04M Buy
19,879
+3,758
+23% +$967K 2.03% 15
2024
Q3 		$3.92M Buy
16,121
+2,621
+19% +$610K 1.61% 17
2024
Q2 		$3.15M Buy
13,500
+6,712
+99% +$1.54M 1.66% 19
2024
Q1 		$1.52M Buy
6,788
+5,743
+550% +$1.29M 1.46% 19
2023
Q4 		$229K Buy
+1,045
New +$209K 0.46% 23

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Bare Financial Services's VOT Position: Q2 2026 in Review

Bare Financial Services increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.5% in Q2 2026, buying an estimated $332K and bringing the position to 34,210 shares worth $10.5M. The position accounts for 2.4% of the portfolio, ranked #15.

Bare Financial Services first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Bare Financial Services held 34,210 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $10.5M as of Q2 2026.
  • Bare Financial Services bought 1,151 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $332K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 2.4% of Bare Financial Services's portfolio in Q2 2026, its #15 holding.
  • Bare Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bare Financial Services's 13F filing for Q2 2026, filed 27 Jul 2026.