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Bleakley Financial Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bleakley Financial 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 		$7.28M Buy
23,753
+5,115
+27% +$1.48M 0.09% 169
2026
Q1 		$4.8M Buy
18,638
+534
+3% +$147K 0.08% 223
2025
Q4 		$5.05M Buy
+18,104
New +$5.18M 0.09% 182
2025
Q1 		– Sell
-7,483
Closed -$1.9M – 998
2024
Q4 		$1.9M Buy
7,483
+2,763
+59% +$711K 0.06% 268
2024
Q3 		$1.15M Sell
4,720
-1,966
-29% -$458K 0.04% 376
2024
Q2 		$1.53M Buy
6,686
+2,077
+45% +$476K 0.04% 324
2024
Q1 		$1.09M Sell
4,609
-3,503
-43% -$785K 0.03% 407
2023
Q4 		$1.78M Sell
8,112
-548
-6% -$110K 0.06% 295
2023
Q3 		$1.69M Sell
8,660
-4,180
-33% -$853K 0.06% 290
2023
Q2 		$2.64M Buy
12,840
+912
+8% +$177K 0.08% 212
2023
Q1 		$2.32M Sell
11,928
-2,432
-17% -$466K 0.08% 222
2022
Q4 		$2.58M Buy
+14,360
New +$2.6M 0.09% 199

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Bleakley Financial Group's VOT Position: Q2 2026 in Review

Bleakley Financial Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 27% in Q2 2026, buying an estimated $1.48M and bringing the position to 23,753 shares worth $7.28M. The position accounts for 0.09% of the portfolio, ranked #169.

Bleakley Financial Group first reported a position in VOT in Q4 2022 and has held it in 12 quarters since. 743 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Bleakley Financial Group held 23,753 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $7.28M as of Q2 2026.
  • Bleakley Financial Group bought 5,115 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.48M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.09% of Bleakley Financial Group's portfolio in Q2 2026, its #169 holding.
  • Bleakley Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 12 quarters since.
  • 743 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bleakley Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.