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Cardiff Park Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Cardiff Park Advisors’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 		$523K Sell
1,706
-8
-0.5% -$2.31K 0.04% 170
2026
Q1 		$441K Sell
1,714
-1,205
-41% -$331K 0.04% 195
2025
Q4 		$815K Buy
2,919
+5
+0.2% +$1.43K 0.07% 136
2025
Q3 		$856K Buy
2,914
+2
+0.1% +$577 0.07% 136
2025
Q2 		$828K Hold
2,912
– – 0.07% 128
2025
Q1 		$712K Buy
2,912
+13
+0.4% +$3.38K 0.07% 130
2024
Q4 		$736K Buy
2,899
+48
+2% +$12.4K 0.07% 129
2024
Q3 		$694K Buy
2,851
+5
+0.2% +$1.16K 0.06% 131
2024
Q2 		$653K Hold
2,846
– – 0.06% 131
2024
Q1 		$671K Buy
2,846
+3
+0.1% +$672 0.06% 133
2023
Q4 		$624K Buy
2,843
+4
+0.1% +$800 0.07% 136
2023
Q3 		$553K Buy
2,839
+3
+0.1% +$612 0.07% 133
2023
Q2 		$584K Sell
2,836
-213
-7% -$41.3K 0.07% 133
2023
Q1 		$594K Buy
3,049
+4
+0.1% +$766 0.08% 126
2022
Q4 		$547K Buy
3,045
+1,028
+51% +$186K 0.08% 133
2022
Q3 		$344K Buy
2,017
+4
+0.2% +$757 0.05% 171
2022
Q2 		$353K Sell
2,013
-162
-7% -$31.4K 0.05% 175
2022
Q1 		$485K Buy
2,175
+438
+25% +$96.7K 0.07% 144
2021
Q4 		$442K Buy
+1,737
New +$438K 0.06% 148

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Cardiff Park Advisors's VOT Position: Q2 2026 in Review

Cardiff Park Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.47% in Q2 2026, selling an estimated $2.31K and leaving 1,706 shares worth $523K. The position accounts for 0.04% of the portfolio, ranked #170.

Cardiff Park Advisors first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $856K in Q3 2025. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Cardiff Park Advisors held 1,706 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $523K as of Q2 2026.
  • Cardiff Park Advisors sold 8 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.31K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Cardiff Park Advisors's portfolio in Q2 2026, its #170 holding.
  • Cardiff Park Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Cardiff Park Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $856K in Q3 2025.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Cardiff Park Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.