C.M. Bidwell & Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

C.M. Bidwell & Associates’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	$32.5K	Hold	106	–	–	0.01%	247
2026 Q1	$27.3K	Sell	106 -67	-39%	-$18.4K	0.01%	248
2025 Q4	$48.3K	Hold	173	–	–	0.02%	231
2025 Q3	$50.8K	Hold	173	–	–	0.02%	222
2025 Q2	$49.2K	Hold	173	–	–	0.03%	223
2025 Q1	$42.3K	Hold	173	–	–	0.03%	225
2024 Q4	$43.9K	Buy	173 +67	+63%	+$17.2K	0.03%	232
2024 Q3	$25.8K	Hold	106	–	–	0.02%	247
2024 Q2	$24.3K	Hold	106	–	–	0.02%	254
2024 Q1	$25K	Hold	106	–	–	0.02%	253
2023 Q4	$23.3K	Hold	106	–	–	0.02%	262
2023 Q3	$20.6K	Hold	106	–	–	0.02%	334
2023 Q2	$21.8K	Hold	106	–	–	0.02%	343
2023 Q1	$20.7K	Hold	106	–	–	0.02%	345
2022 Q4	$19.1K	Hold	106	–	–	0.02%	337
2022 Q3	$18K	Hold	106	–	–	0.01%	330
2022 Q2	$19K	Hold	106	–	–	0.02%	328
2022 Q1	$24K	Hold	106	–	–	0.02%	327
2021 Q4	$27K	Hold	106	–	–	0.02%	338
2021 Q3	$25K	Sell	106 -96	-48%	-$23.2K	0.02%	343
2021 Q2	$48K	Buy	+202	New	+$45.3K	0.03%	303

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

C.M. Bidwell & Associates's VOT Position: Q2 2026 in Review

C.M. Bidwell & Associates held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 106 shares worth $32.5K. The position accounts for 0.01% of the portfolio, ranked #247.

C.M. Bidwell & Associates first reported a position in VOT in Q2 2021 and has held it in 21 quarters since. The position peaked at $50.8K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

C.M. Bidwell & Associates held 106 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $32.5K as of Q2 2026.
C.M. Bidwell & Associates left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of C.M. Bidwell & Associates's portfolio in Q2 2026, its #247 holding.
C.M. Bidwell & Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
C.M. Bidwell & Associates's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $50.8K in Q3 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on C.M. Bidwell & Associates's 13F filing for Q2 2026, filed 11 Aug 2026.