Calton & Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Calton & 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	$281K	Buy	+918	New	+$265K	0.04%	324
2026 Q1	–	Sell	-1,278	Closed	-$357K	–	497
2025 Q4	$357K	Hold	1,278	–	–	0.05%	292
2025 Q3	$375K	Buy	+1,278	New	+$369K	0.06%	278
2025 Q2	–	Sell	-961	Closed	-$235K	–	429
2025 Q1	$235K	Buy	+961	New	+$250K	0.05%	286
2021 Q4	–	Sell	-2,922	Closed	-$690K	–	413
2021 Q3	$690K	Buy	2,922 +1,488	+104%	+$360K	0.15%	163
2021 Q2	$339K	Buy	1,434 +40	+3%	+$8.97K	0.06%	273
2021 Q1	$299K	Sell	1,394 -83	-6%	-$18K	0.06%	287
2020 Q4	$313K	Buy	+1,477	New	+$291K	0.06%	255
2018 Q1	–	Sell	-84	Closed	-$11K	–	1244
2017 Q4	$11K	Buy	+84	New	+$10.5K	﹤0.01%	1050

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

Calton & Associates's VOT Position: Q2 2026 in Review

Calton & Associates opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 918 shares worth $281K. The stake represents 0.04% of the portfolio and ranks #324 among its holdings. This is a return to the name: Calton & Associates previously reported a position in VOT as recently as Q4 2025.

Calton & Associates first reported a position in VOT in Q4 2017 and has held it in 9 quarters since. The position peaked at $690K in Q3 2021. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Calton & Associates held 918 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $281K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Calton & Associates position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Calton & Associates's portfolio in Q2 2026, its #324 holding.
Calton & Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 9 quarters since.
Calton & Associates's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $690K in Q3 2021.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Calton & Associates's 13F filing for Q2 2026, filed 10 Aug 2026.