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

Blalock Williams’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	$327K	Sell	1,067 -40	-4%	-$11.5K	0.21%	102
2026 Q1	$285K	Sell	1,107 -111	-9%	-$30.5K	0.22%	101
2025 Q4	$340K	Sell	1,218 -412	-25%	-$118K	0.27%	80
2025 Q3	$479K	Hold	1,630	–	–	0.42%	61
2025 Q2	$464K	Sell	1,630 -66	-4%	-$17K	0.46%	58
2025 Q1	$415K	Sell	1,696 -3	-0.2%	-$780	0.46%	63
2024 Q4	$431K	Buy	+1,699	New	+$437K	0.5%	52

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

Blalock Williams's VOT Position: Q2 2026 in Review

Blalock Williams reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.6% in Q2 2026, selling an estimated $11.5K and leaving 1,067 shares worth $327K. The position accounts for 0.21% of the portfolio, ranked #102.

Blalock Williams first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $479K in Q3 2025. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Blalock Williams held 1,067 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $327K as of Q2 2026.
Blalock Williams sold 40 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $11.5K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.21% of Blalock Williams's portfolio in Q2 2026, its #102 holding.
Blalock Williams first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Blalock Williams's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $479K in Q3 2025.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Blalock Williams's 13F filing for Q2 2026, filed 7 Aug 2026.