Brookstone Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Brookstone Capital Management’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 Q3	$2.04M	Buy	6,990 +1,028	+17%	+$308K	0.02%	496
2026 Q2	$1.83M	Sell	5,962 -14,570	-71%	-$4.2M	0.02%	521
2026 Q1	$5.28M	Buy	20,532 +11,116	+118%	+$3.05M	0.06%	309
2025 Q4	$2.63M	Sell	9,416 -7,413	-44%	-$2.12M	0.03%	399
2025 Q3	$4.94M	Buy	16,829 +6,840	+68%	+$1.97M	0.06%	304
2025 Q2	$2.84M	Sell	9,989 -294	-3%	-$75.8K	0.04%	361
2025 Q1	$2.52M	Buy	10,283 +1,184	+13%	+$308K	0.04%	368
2024 Q4	$2.31M	Buy	9,099 +3,759	+70%	+$968K	0.03%	363
2024 Q3	$1.3M	Buy	5,340 +531	+11%	+$124K	0.02%	453
2024 Q2	$1.13M	Buy	4,809 +1,089	+29%	+$250K	0.02%	480
2024 Q1	$877K	Sell	3,720 -34,578	-90%	-$7.75M	0.02%	516
2023 Q4	$8.41M	Sell	38,298 -7,336	-16%	-$1.47M	0.16%	143
2023 Q3	$8.7M	Sell	45,634 -10,719	-19%	-$2.19M	0.19%	135
2023 Q2	$11.5M	Buy	56,353 +3,311	+6%	+$642K	0.23%	122
2023 Q1	$10.3M	Sell	53,042 -7,047	-12%	-$1.35M	0.2%	132
2022 Q4	$10.9M	Sell	60,089 -4,215	-7%	-$764K	0.22%	121
2022 Q3	$10.9M	Sell	64,304 -4,255	-6%	-$805K	0.25%	101
2022 Q2	$12.6M	Sell	68,559 -53,600	-44%	-$10.4M	0.28%	90
2022 Q1	$26.2M	Sell	122,159 -29,590	-19%	-$6.53M	0.51%	55
2021 Q4	$35.7M	Sell	151,749 -28,981	-16%	-$7.31M	0.62%	47
2021 Q3	$43.9M	Sell	180,730 -8,844	-5%	-$2.14M	0.79%	31
2021 Q2	$44.8M	Buy	+189,574	New	+$42.5M	0.8%	30
2018 Q1	–	Sell	-41,625	Closed	-$5.32M	–	364
2017 Q4	$5.32M	Buy	+41,625	New	+$5.22M	0.48%	81
2015 Q4	–	Sell	-72	Closed	-$7K	–	864
2015 Q3	$7K	Buy	+72	New	+$7.51K	﹤0.01%	1298

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Brookstone Capital Management's VOT Position: Q3 2026 in Review

Brookstone Capital Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 17% in Q3 2026, buying an estimated $308K and bringing the position to 6,990 shares worth $2.04M. The position accounts for 0.02% of the portfolio, ranked #496.

Brookstone Capital Management first reported a position in VOT in Q3 2015 and has held it in 24 quarters since. The position peaked at $44.8M in Q2 2021. 756 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Brookstone Capital Management held 6,990 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.04M as of Q3 2026.
Brookstone Capital Management bought 1,028 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $308K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Brookstone Capital Management's portfolio in Q3 2026, its #496 holding.
Brookstone Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2015 and has held it in 24 quarters since.
Brookstone Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $44.8M in Q2 2021.
756 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Brookstone Capital Management's 13F filing for Q3 2026, filed 22 Oct 2026.