BFAG
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Blackston Financial Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Blackston Financial Advisory Group’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
Q1 		$221K Sell
858
-22
-3% -$6.04K 0.14% 94
2025
Q4 		$246K Buy
880
+16
+2% +$4.58K 0.15% 85
2025
Q3 		$254K Sell
864
-99
-10% -$28.6K 0.15% 85
2025
Q2 		$274K Sell
963
-97
-9% -$25K 0.17% 79
2025
Q1 		$259K Sell
1,060
-49
-4% -$12.7K 0.18% 74
2024
Q4 		$281K Sell
1,109
-15
-1% -$3.86K 0.14% 107
2024
Q3 		$274K Buy
+1,124
New +$262K 0.14% 109
2024
Q2 		– Sell
-3,046
Closed -$718K – 103
2024
Q1 		$718K Sell
3,046
-406
-12% -$91K 0.48% 27
2023
Q4 		$758K Sell
3,452
-201
-6% -$40.2K 0.48% 31
2023
Q3 		$711K Buy
3,653
+29
+0.8% +$5.92K 0.5% 32
2023
Q2 		$746K Sell
3,624
-166
-4% -$32.2K 0.54% 24
2023
Q1 		$739K Sell
3,790
-1,154
-23% -$221K 0.55% 25
2022
Q4 		$889K Sell
4,944
-71
-1% -$12.9K 0.65% 23
2022
Q3 		$919K Sell
5,015
-263
-5% -$49.8K 0.65% 20
2022
Q2 		$969K Sell
5,278
-1,305
-20% -$253K 0.63% 24
2022
Q1 		$1.56M Sell
6,583
-21
-0.3% -$4.63K 1.01% 19
2021
Q4 		$1.68M Buy
+6,604
New +$1.66M 0.97% 21

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Blackston Financial Advisory Group's VOT Position: Q1 2026 in Review

Blackston Financial Advisory Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.5% in Q1 2026, selling an estimated $6.04K and leaving 858 shares worth $221K. The position accounts for 0.14% of the portfolio, ranked #94.

Blackston Financial Advisory Group first reported a position in VOT in Q4 2021 and has held it in 17 quarters since. The position peaked at $1.68M in Q4 2021. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Blackston Financial Advisory Group held 858 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $221K as of Q1 2026.
  • Blackston Financial Advisory Group sold 22 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $6.04K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.14% of Blackston Financial Advisory Group's portfolio in Q1 2026, its #94 holding.
  • Blackston Financial Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 17 quarters since.
  • Blackston Financial Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.68M in Q4 2021.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q1 2026, filed 23 Apr 2026.