Caitlin John’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Caitlin John’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	$47.8K	Hold	156	–	–	0.03%	368
2026 Q1	$40.1K	Hold	156	–	–	0.02%	337
2025 Q4	$43.5K	Hold	156	–	–	0.03%	333
2025 Q3	$45.8K	Buy	+156	New	+$45K	0.03%	274
2025 Q1	–	Sell	-156	Closed	-$39.6K	–	786
2024 Q4	$39.6K	Hold	156	–	–	0.03%	259
2024 Q3	$41K	Sell	156 -17	-10%	-$3.96K	0.03%	265
2024 Q2	$39.7K	Hold	173	–	–	0.03%	272
2024 Q1	$40.8K	Sell	173 -1	-0.6%	-$224	0.03%	261
2023 Q4	$38.2K	Buy	+174	New	+$34.8K	0.03%	251

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

Caitlin John's VOT Position: Q2 2026 in Review

Caitlin John held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 156 shares worth $47.8K. The position accounts for 0.03% of the portfolio, ranked #368.

Caitlin John first reported a position in VOT in Q4 2023 and has held it in 9 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Caitlin John held 156 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $47.8K as of Q2 2026.
Caitlin John left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Caitlin John's portfolio in Q2 2026, its #368 holding.
Caitlin John first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 9 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Caitlin John's 13F filing for Q2 2026, filed 17 Aug 2026.