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Beese Fulmer Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Beese Fulmer Investment 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 		$212K Buy
+693
New +$200K 0.01% 371
2025
Q2 		– Sell
-887
Closed -$217K – 291
2025
Q1 		$217K Buy
+887
New +$231K 0.02% 233
2020
Q3 		– Sell
-483
Closed -$80K – 534
2020
Q2 		$80K Buy
+483
New +$73K 0.01% 265

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

Beese Fulmer Investment Management's VOT Position: Q2 2026 in Review

Beese Fulmer Investment Management opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 693 shares worth $212K. The stake represents 0.01% of the portfolio and ranks #371 among its holdings. This is a return to the name: Beese Fulmer Investment Management previously reported a position in VOT as recently as Q1 2025.

Beese Fulmer Investment Management first reported a position in VOT in Q2 2020 and has held it in 3 quarters since. The position peaked at $217K in Q1 2025. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Beese Fulmer Investment Management held 693 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $212K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Beese Fulmer Investment Management position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Beese Fulmer Investment Management's portfolio in Q2 2026, its #371 holding.
  • Beese Fulmer Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 3 quarters since.
  • Beese Fulmer Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $217K in Q1 2025.
  • 1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Beese Fulmer Investment Management's 13F filing for Q2 2026, filed 29 Jul 2026.