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Birchbrook’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Birchbrook’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 		– Sell
-27
Closed -$6.95K – 324
2026
Q1 		$6.95K Sell
27
-154
-85% -$42.3K ﹤0.01% 214
2025
Q4 		$50.5K Buy
+181
New +$51.8K 0.03% 122

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Birchbrook's VOT Position: Q2 2026 in Review

Birchbrook sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 27 shares — an estimated $6.95K sold.

Birchbrook first reported a position in VOT in Q4 2025 and held it in 2 quarters. The position peaked at $50.5K in Q4 2025. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Birchbrook reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Birchbrook sold 27 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.95K.
  • Birchbrook first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and held it in 2 quarters.
  • Birchbrook's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $50.5K in Q4 2025.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Birchbrook's 13F filing for Q2 2026, filed 9 Jul 2026.