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

Bishop & Co 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 		$386K Hold
1,260
– – 0.12% 23
2026
Q1 		$324K Sell
1,260
-692
-35% -$190K 0.11% 25
2025
Q4 		$545K Hold
1,952
– – 0.18% 20
2025
Q3 		$573K Hold
1,952
– – 0.19% 20
2025
Q2 		$555K Buy
1,952
+644
+49% +$166K 0.2% 20
2025
Q1 		$320K Sell
1,308
-622
-32% -$162K 0.12% 22
2024
Q4 		$490K Sell
1,930
-21
-1% -$5.41K 0.19% 19
2024
Q3 		$475K Buy
1,951
+8
+0.4% +$1.86K 0.18% 20
2024
Q2 		$446K Sell
1,943
-151
-7% -$34.6K 0.27% 18
2024
Q1 		$494K Sell
2,094
-3,539
-63% -$793K 0.2% 19
2023
Q4 		$1.24M Buy
+5,633
New +$1.13M 0.52% 19
2023
Q3 		– Sell
-1,303,759
Closed -$266M – 18
2023
Q2 		$6.34M Buy
1,303,759
+1,298,422
+24,329% +$252M 0.28% 19
2023
Q1 		$1.04M Sell
5,337
-98
-2% -$18.8K 0.48% 19
2022
Q4 		$977K Sell
5,435
-1,510
-22% -$274K 0.47% 19
2022
Q3 		$1.18M Sell
6,945
-382
-5% -$72.3K 0.62% 18
2022
Q2 		$1.28M Buy
7,327
+5,554
+313% +$1.08M 0.64% 18
2022
Q1 		$395K Hold
1,773
– – 0.17% 19
2021
Q4 		$451K Sell
1,773
-14
-0.8% -$3.53K 0.19% 20
2021
Q3 		$422K Sell
1,787
-69
-4% -$16.7K 0.21% 20
2021
Q2 		$439K Sell
1,856
-850
-31% -$191K 0.22% 20
2021
Q1 		$581K Buy
2,706
+98
+4% +$21.3K 0.3% 19
2020
Q4 		$553K Hold
2,608
– – 0.31% 19
2020
Q3 		$470K Sell
2,608
-883
-25% -$156K 0.3% 20
2020
Q2 		$576K Buy
+3,491
New +$528K 0.39% 18
2019
Q4 		– Sell
-1,363
Closed -$202K – 24
2019
Q3 		$202K Hold
1,363
– – 0.15% 25
2019
Q2 		$204K Buy
+1,363
New +$199K 0.15% 24

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Bishop & Co Investment Management's VOT Position: Q2 2026 in Review

Bishop & Co Investment Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,260 shares worth $386K. The position accounts for 0.12% of the portfolio, ranked #23.

Bishop & Co Investment Management first reported a position in VOT in Q2 2019 and has held it in 26 quarters since. The position peaked at $6.34M in Q2 2023. 516 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Bishop & Co Investment Management held 1,260 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $386K as of Q2 2026.
  • Bishop & Co Investment Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.12% of Bishop & Co Investment Management's portfolio in Q2 2026, its #23 holding.
  • Bishop & Co Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2019 and has held it in 26 quarters since.
  • Bishop & Co Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $6.34M in Q2 2023.
  • 516 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bishop & Co Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.