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

Burns Matteson 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 		$821K Sell
2,680
-115
-4% -$33.2K 0.26% 56
2026
Q1 		$719K Sell
2,795
-38
-1% -$10.4K 0.26% 56
2025
Q4 		$791K Sell
2,833
-195
-6% -$55.8K 0.28% 50
2025
Q3 		$889K Sell
3,028
-5
-0.2% -$1.44K 0.35% 46
2025
Q2 		$863K Sell
3,033
-86
-3% -$22.2K 0.42% 40
2025
Q1 		$763K Buy
3,119
+56
+2% +$14.6K 0.41% 42
2024
Q4 		$777K Sell
3,063
-92
-3% -$23.7K 0.44% 46
2024
Q3 		$768K Sell
3,155
-81
-3% -$18.9K 0.43% 47
2024
Q2 		$743K Sell
3,236
-210
-6% -$48.2K 0.47% 44
2024
Q1 		$812K Sell
3,446
-848
-20% -$190K 0.53% 38
2023
Q4 		$943K Sell
4,294
-322
-7% -$64.4K 0.66% 29
2023
Q3 		$899K Buy
4,616
+75
+2% +$15.3K 0.57% 31
2023
Q2 		$935K Buy
4,541
+85
+2% +$16.5K 0.57% 30
2023
Q1 		$868K Buy
4,456
+243
+6% +$46.5K 0.55% 29
2022
Q4 		$757K Sell
4,213
-11,347
-73% -$2.06M 0.5% 44
2022
Q3 		$2.65M Sell
15,560
-317
-2% -$60K 1.95% 12
2022
Q2 		$2.78M Buy
+15,877
New +$3.07M 1.96% 12

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Burns Matteson Capital Management's VOT Position: Q2 2026 in Review

Burns Matteson Capital Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.1% in Q2 2026, selling an estimated $33.2K and leaving 2,680 shares worth $821K. The position accounts for 0.26% of the portfolio, ranked #56.

Burns Matteson Capital Management first reported a position in VOT in Q2 2022 and has held it in 17 quarters since. The position peaked at $2.78M in Q2 2022. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Burns Matteson Capital Management held 2,680 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $821K as of Q2 2026.
  • Burns Matteson Capital Management sold 115 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $33.2K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.26% of Burns Matteson Capital Management's portfolio in Q2 2026, its #56 holding.
  • Burns Matteson Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Burns Matteson Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.78M in Q2 2022.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Burns Matteson Capital Management's 13F filing for Q2 2026, filed 17 Jul 2026.