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 Q2	$321K	Buy	1,049 +191	+22%	+$55.1K	0.18%	76
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 New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Blackston Financial Advisory Group's VOT Position: Q2 2026 in Review

Blackston Financial Advisory Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 22% in Q2 2026, buying an estimated $55.1K and bringing the position to 1,049 shares worth $321K. The position accounts for 0.18% of the portfolio, ranked #76.

Blackston Financial Advisory Group first reported a position in VOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.68M in Q4 2021. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Blackston Financial Advisory Group held 1,049 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $321K as of Q2 2026.
Blackston Financial Advisory Group bought 191 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $55.1K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.18% of Blackston Financial Advisory Group's portfolio in Q2 2026, its #76 holding.
Blackston Financial Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
Blackston Financial Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.68M in Q4 2021.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Blackston Financial Advisory Group's 13F filing for Q2 2026, filed 14 Aug 2026.