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 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

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

Brookstone Capital Management's VOT Position: Q2 2026 in Review

Brookstone Capital Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 71% in Q2 2026, selling an estimated $4.2M and leaving 5,962 shares worth $1.83M. The position accounts for 0.02% of the portfolio, ranked #521.

Brookstone Capital Management first reported a position in VOT in Q3 2015 and has held it in 23 quarters since. The position peaked at $44.8M in Q2 2021. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Brookstone Capital Management held 5,962 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.83M as of Q2 2026.
Brookstone Capital Management sold 14,570 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.2M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Brookstone Capital Management's portfolio in Q2 2026, its #521 holding.
Brookstone Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2015 and has held it in 23 quarters since.
Brookstone Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $44.8M in Q2 2021.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Brookstone Capital Management's 13F filing for Q2 2026, filed 15 Jul 2026.