Brand Asset Management Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Brand Asset Management 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	$1.5M	Buy	4,898 +21	+0.4%	+$6.06K	0.33%	52
2026 Q1	$1.26M	Buy	+4,877	New	+$1.34M	0.33%	50
2022 Q2	–	Sell	-1,002	Closed	-$223K	–	85
2022 Q1	$223K	Hold	1,002	–	–	0.1%	79
2021 Q4	$255K	Hold	1,002	–	–	0.11%	69
2021 Q3	$237K	Hold	1,002	–	–	0.11%	70
2021 Q2	$237K	Hold	1,002	–	–	0.12%	70
2021 Q1	$215K	Hold	1,002	–	–	0.11%	72
2020 Q4	$212K	Hold	1,002	–	–	0.12%	66
2020 Q3	$181K	Hold	1,002	–	–	0.11%	70
2020 Q2	$165K	Sell	1,002 -19	-2%	-$2.87K	0.11%	68
2020 Q1	$129K	Buy	1,021 +19	+2%	+$2.88K	0.1%	72
2019 Q4	$159K	Hold	1,002	–	–	0.1%	72
2019 Q3	$148K	Hold	1,002	–	–	0.1%	75
2019 Q2	$150K	Hold	1,002	–	–	0.1%	72
2019 Q1	$143K	Hold	1,002	–	–	0.1%	71
2018 Q4	$120K	Hold	1,002	–	–	0.1%	73
2018 Q3	$143K	Hold	1,002	–	–	0.11%	72
2018 Q2	$135K	Buy	+1,002	New	+$133K	0.1%	76

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

Brand Asset Management Group's VOT Position: Q2 2026 in Review

Brand Asset Management Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.43% in Q2 2026, buying an estimated $6.06K and bringing the position to 4,898 shares worth $1.5M. The position accounts for 0.33% of the portfolio, ranked #52.

Brand Asset Management Group first reported a position in VOT in Q2 2018 and has held it in 18 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Brand Asset Management Group held 4,898 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.5M as of Q2 2026.
Brand Asset Management Group bought 21 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.06K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.33% of Brand Asset Management Group's portfolio in Q2 2026, its #52 holding.
Brand Asset Management Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2018 and has held it in 18 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Brand Asset Management Group's 13F filing for Q2 2026, filed 12 Aug 2026.