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Black Diamond Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Black Diamond Financial’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 		$27.7M Buy
90,277
+7,305
+9% +$2.11M 2.44% 10
2026
Q1 		$21.4M Sell
82,972
-457
-0.5% -$125K 2.33% 12
2025
Q4 		$23.3M Buy
83,429
+5,119
+7% +$1.47M 2.46% 11
2025
Q3 		$23M Buy
78,310
+18,578
+31% +$5.36M 2.58% 10
2025
Q2 		$17M Sell
59,732
-6,857
-10% -$1.77M 2.64% 10
2025
Q1 		$16.3M Buy
66,589
+1,126
+2% +$293K 2.45% 12
2024
Q4 		$16.6M Buy
65,463
+3,112
+5% +$801K 2.49% 11
2024
Q3 		$15.2M Buy
62,351
+9,133
+17% +$2.13M 2.58% 11
2024
Q2 		$12.2M Buy
53,218
+8,400
+19% +$1.93M 2.36% 11
2024
Q1 		$9.84M Hold
44,818
– – 2.66% 10
2023
Q4 		$9.84M Buy
44,818
+1,017
+2% +$203K 2.66% 10
2023
Q3 		$8.53M Buy
43,801
+910
+2% +$186K 2.63% 9
2023
Q2 		$8.83M Buy
42,891
+3,220
+8% +$624K 2.61% 10
2023
Q1 		$7.73M Buy
39,671
+4,822
+14% +$923K 2.54% 10
2022
Q4 		$6.26M Buy
34,849
+5,648
+19% +$1.02M 2.26% 13
2022
Q3 		$4.98M Buy
29,201
+6,429
+28% +$1.22M 2.01% 15
2022
Q2 		$4.03M Sell
22,772
-1,514
-6% -$293K 1.59% 19
2022
Q1 		$5.41M Buy
24,286
+12,384
+104% +$2.73M 1.71% 16
2021
Q4 		$3.03M Buy
11,902
+2,989
+34% +$753K 1.02% 22
2021
Q3 		$2.11M Sell
8,913
-269
-3% -$65.1K 1.01% 23
2021
Q2 		$2.18M Buy
9,182
+112
+1% +$25.1K 0.85% 25
2021
Q1 		$1.95M Sell
9,070
-62
-0.7% -$13.4K 0.83% 26
2020
Q4 		$1.94M Sell
9,132
-238
-3% -$46.9K 0.89% 26
2020
Q3 		$1.69M Sell
9,370
-300
-3% -$52.9K 0.95% 23
2020
Q2 		$1.6M Sell
9,670
-1,038
-10% -$157K 1.04% 23
2020
Q1 		$1.36M Buy
10,708
+1,533
+17% +$233K 1.03% 25
2019
Q4 		$1.46M Sell
9,175
-1,264
-12% -$193K 1.06% 29
2019
Q3 		$1.55M Buy
10,439
+1,360
+15% +$204K 1.14% 26
2019
Q2 		$1.36M Sell
9,079
-310
-3% -$45.2K 1.16% 27
2019
Q1 		$1.34M Sell
9,389
-1,510
-14% -$203K 1.2% 26
2018
Q4 		$1.29M Buy
+10,899
New +$1.4M 1.02% 27

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

Black Diamond Financial's VOT Position: Q2 2026 in Review

Black Diamond Financial increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 8.8% in Q2 2026, buying an estimated $2.11M and bringing the position to 90,277 shares worth $27.7M. The position accounts for 2.44% of the portfolio, ranked #10.

Black Diamond Financial first reported a position in VOT in Q4 2018 and has held it in 31 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Black Diamond Financial held 90,277 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $27.7M as of Q2 2026.
  • Black Diamond Financial bought 7,305 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.11M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 2.44% of Black Diamond Financial's portfolio in Q2 2026, its #10 holding.
  • Black Diamond Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Black Diamond Financial's 13F filing for Q2 2026, filed 4 Aug 2026.