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Brindle & Bay Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Brindle & Bay Financial Advisors’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 		$1.35M Sell
4,417
-2,868
-39% -$827K 0.68% 28
2026
Q1 		$1.87M Sell
7,285
-2
-0% -$549 1.15% 24
2025
Q4 		$2.03M Buy
+7,287
New +$2.09M 1.35% 21

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Brindle & Bay Financial Advisors's VOT Position: Q2 2026 in Review

Brindle & Bay Financial Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 39% in Q2 2026, selling an estimated $827K and leaving 4,417 shares worth $1.35M. The position accounts for 0.68% of the portfolio, ranked #28.

Brindle & Bay Financial Advisors first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $2.03M in Q4 2025. 1,096 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Brindle & Bay Financial Advisors held 4,417 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.35M as of Q2 2026.
  • Brindle & Bay Financial Advisors sold 2,868 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $827K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.68% of Brindle & Bay Financial Advisors's portfolio in Q2 2026, its #28 holding.
  • Brindle & Bay Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Brindle & Bay Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.03M in Q4 2025.
  • 1,096 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Brindle & Bay Financial Advisors's 13F filing for Q2 2026, filed 20 Jul 2026.