Bullock Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bullock Wealth 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	$81.7K	Hold	269	–	–	0.04%	235
2026 Q1	$70K	Hold	269	–	–	0.04%	245
2025 Q4	$75K	Hold	269	–	–	0.04%	224
2025 Q3	$79K	Hold	269	–	–	0.04%	224
2025 Q2	$76K	Hold	269	–	–	0.04%	210
2025 Q1	$66.2K	Sell	269 -2	-0.7%	-$520	0.04%	219
2024 Q4	$68.7K	Sell	271 -15	-5%	-$3.86K	0.04%	219
2024 Q3	$69K	Hold	286	–	–	0.04%	213
2024 Q2	$65.2K	Hold	286	–	–	0.04%	212
2024 Q1	$67K	Buy	+286	New	+$64.1K	0.04%	222

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

Bullock Wealth Management's VOT Position: Q2 2026 in Review

Bullock Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 269 shares worth $81.7K. The position accounts for 0.04% of the portfolio, ranked #235.

Bullock Wealth Management first reported a position in VOT in Q1 2024 and has held it in 10 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Bullock Wealth Management held 269 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $81.7K as of Q2 2026.
Bullock Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Bullock Wealth Management's portfolio in Q2 2026, its #235 holding.
Bullock Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bullock Wealth Management's 13F filing for Q2 2026, filed 19 Aug 2026.