Bartlett & Co Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bartlett & Co Wealth Management’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	$279K	Buy	910 +175	+24%	+$50.5K	﹤0.01%	432
2026 Q1	$210K	Buy	735 +100	+16%	+$27.4K	﹤0.01%	452
2025 Q4	$177K	Hold	635	–	–	﹤0.01%	468
2025 Q3	$187K	Sell	635 -347	-35%	-$100K	﹤0.01%	460
2025 Q2	$280K	Buy	982 +329	+50%	+$84.8K	﹤0.01%	402
2025 Q1	$160K	Hold	653	–	–	﹤0.01%	471
2024 Q4	$166K	Hold	653	–	–	﹤0.01%	471
2024 Q3	$159K	Buy	653 +172	+36%	+$40.1K	﹤0.01%	479
2024 Q2	$111K	Hold	481	–	–	﹤0.01%	530
2024 Q1	$113K	Hold	481	–	–	﹤0.01%	532
2023 Q4	$106K	Hold	481	–	–	﹤0.01%	567
2023 Q3	$93.7K	Hold	481	–	–	﹤0.01%	553
2023 Q2	$99K	Hold	481	–	–	﹤0.01%	546
2023 Q1	$93.7K	Sell	481 -21	-4%	-$4.02K	﹤0.01%	474
2022 Q4	$90.2K	Buy	502 +21	+4%	+$3.81K	﹤0.01%	485
2022 Q3	$82K	Hold	481	–	–	﹤0.01%	485
2022 Q2	$84.4K	Sell	481 -55	-10%	-$10.6K	﹤0.01%	491
2022 Q1	$119K	Buy	+536	New	+$118K	﹤0.01%	455
2021 Q4	–	Sell	-536	Closed	-$127K	–	876
2021 Q3	$127K	Hold	536	–	–	﹤0.01%	383
2021 Q2	$127K	Hold	536	–	–	﹤0.01%	382
2021 Q1	$115K	Hold	536	–	–	﹤0.01%	397
2020 Q4	$114K	Hold	536	–	–	﹤0.01%	394
2020 Q3	$96.6K	Buy	536 +132	+33%	+$23.3K	﹤0.01%	391
2020 Q2	$66.7K	Hold	404	–	–	﹤0.01%	449
2020 Q1	$51.2K	Hold	404	–	–	﹤0.01%	454
2019 Q4	$64.1K	Hold	404	–	–	﹤0.01%	484
2019 Q3	$59.8K	Buy	+404	New	+$60.5K	﹤0.01%	495

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

Bartlett & Co Wealth Management's VOT Position: Q2 2026 in Review

Bartlett & Co Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 24% in Q2 2026, buying an estimated $50.5K and bringing the position to 910 shares worth $279K. The position accounts for ﹤0.01% of the portfolio, ranked #432.

Bartlett & Co Wealth Management first reported a position in VOT in Q3 2019 and has held it in 27 quarters since. The position peaked at $280K in Q2 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Bartlett & Co Wealth Management held 910 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $279K as of Q2 2026.
Bartlett & Co Wealth Management bought 175 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $50.5K.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Bartlett & Co Wealth Management's portfolio in Q2 2026, its #432 holding.
Bartlett & Co Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2019 and has held it in 27 quarters since.
Bartlett & Co Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $280K in Q2 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bartlett & Co Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.