BEI
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Benjamin Edwards Inc’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Benjamin Edwards Inc’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 		$41.4M Buy
135,119
+6,088
+5% +$1.76M 0.38% 71
2026
Q1 		$33.2M Buy
129,031
+15,375
+14% +$4.22M 0.33% 94
2025
Q4 		$31.7M Buy
113,656
+6,903
+6% +$1.98M 0.35% 79
2025
Q3 		$31.4M Buy
106,753
+3,203
+3% +$924K 0.35% 79
2025
Q2 		$29.4M Buy
103,550
+2,355
+2% +$607K 0.37% 77
2025
Q1 		$24.8M Buy
101,195
+12,491
+14% +$3.25M 0.35% 82
2024
Q4 		$22.5M Buy
88,704
+4,908
+6% +$1.26M 0.32% 88
2024
Q3 		$20.4M Buy
83,796
+83,204
+14,055% +$19.4M 0.3% 96
2024
Q2 		$136K Buy
592
+28
+5% +$6.42K 0.03% 385
2024
Q1 		$133K Buy
564
+8
+1% +$1.79K 0.03% 386
2023
Q4 		$122K Buy
556
+36
+7% +$7.2K 0.03% 394
2023
Q3 		$101K Buy
520
+207
+66% +$42.3K 0.02% 393
2023
Q2 		$64K Buy
313
+4
+1% +$775 0.01% 440
2023
Q1 		$60K Sell
309
-64
-17% -$12.3K 0.01% 435
2022
Q4 		$67K Sell
373
-2
-0.5% -$362 0.02% 396
2022
Q3 		$64K Sell
375
-14
-4% -$2.65K 0.02% 394
2022
Q2 		$68K Buy
389
+44
+13% +$8.52K 0.02% 398
2022
Q1 		$77K Buy
345
+32
+10% +$7.06K 0.02% 404
2021
Q4 		$80K Buy
313
+20
+7% +$5.04K 0.03% 375
2021
Q3 		$69K Sell
293
-5
-2% -$1.21K 0.04% 264
2021
Q2 		$70K Sell
298
-52
-15% -$11.7K 0.05% 245
2021
Q1 		$75K Buy
350
+15
+4% +$3.25K 0.06% 229
2020
Q4 		$71K Buy
335
+17
+5% +$3.35K 0.06% 217
2020
Q3 		$57K Buy
318
+5
+2% +$882 0.05% 209
2020
Q2 		$52K Buy
313
+36
+13% +$5.44K 0.04% 197
2020
Q1 		$35K Buy
277
+175
+172% +$26.6K 0.04% 190
2019
Q4 		$16K Buy
102
+4
+4% +$610 0.03% 192
2019
Q3 		$15K Buy
98
+1
+1% +$150 0.03% 193
2019
Q2 		$14K Buy
+97
New +$14.1K 0.03% 191

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

Benjamin Edwards Inc's VOT Position: Q2 2026 in Review

Benjamin Edwards Inc increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.7% in Q2 2026, buying an estimated $1.76M and bringing the position to 135,119 shares worth $41.4M. The position accounts for 0.38% of the portfolio, ranked #71.

Benjamin Edwards Inc first reported a position in VOT in Q2 2019 and has held it in 29 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Benjamin Edwards Inc held 135,119 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $41.4M as of Q2 2026.
  • Benjamin Edwards Inc bought 6,088 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.76M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.38% of Benjamin Edwards Inc's portfolio in Q2 2026, its #71 holding.
  • Benjamin Edwards Inc first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2019 and has held it in 29 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Benjamin Edwards Inc's 13F filing for Q2 2026, filed 24 Jul 2026.