Carl Stuart Investment Advisor’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Carl Stuart Investment Advisor’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	$2.22M	Sell	7,250 -131	-2%	-$37.8K	0.89%	8
2026 Q1	$1.9M	Sell	7,381 -80	-1%	-$22K	0.83%	8
2025 Q4	$2.08M	Sell	7,461 -81	-1%	-$23.2K	1.88%	5
2025 Q3	$2.22M	Sell	7,542 -1,150	-13%	-$332K	2.08%	5
2025 Q2	$2.47M	Sell	8,692 -130	-1%	-$33.5K	1.27%	6
2025 Q1	$2.16M	Sell	8,822 -533	-6%	-$139K	1.22%	6
2024 Q4	$2.37M	Sell	9,355 -390	-4%	-$100K	1.27%	7
2024 Q3	$2.37M	Sell	9,745 -803	-8%	-$187K	1.33%	6
2024 Q2	$2.42M	Sell	10,548 -881	-8%	-$202K	1.51%	6
2024 Q1	$2.69M	Sell	11,429 -1,022	-8%	-$229K	1.75%	6
2023 Q4	$2.73M	Sell	12,451 -420	-3%	-$84K	1.84%	5
2023 Q3	$2.49M	Sell	12,871 -118	-0.9%	-$24.1K	2%	5
2023 Q2	$2.67M	Sell	12,989 -53	-0.4%	-$10.3K	2.05%	5
2023 Q1	$9.4M	Sell	13,042 -658	-5%	-$126K	9%	6
2022 Q4	$2.46M	Sell	13,700 -2,132	-13%	-$386K	2.28%	5
2022 Q3	$2.88M	Sell	15,832 -1,115	-7%	-$211K	2.55%	5
2022 Q2	$3.11M	Sell	16,947 -772	-4%	-$149K	2.71%	5
2022 Q1	$3.95M	Sell	17,719 -4,090	-19%	-$903K	2.87%	5
2021 Q4	$5.55M	Buy	+21,809	New	+$5.5M	4.03%	5

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

Carl Stuart Investment Advisor's VOT Position: Q2 2026 in Review

Carl Stuart Investment Advisor reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.8% in Q2 2026, selling an estimated $37.8K and leaving 7,250 shares worth $2.22M. The position accounts for 0.89% of the portfolio, ranked #8.

Carl Stuart Investment Advisor first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $9.4M in Q1 2023. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Carl Stuart Investment Advisor held 7,250 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.22M as of Q2 2026.
Carl Stuart Investment Advisor sold 131 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $37.8K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.89% of Carl Stuart Investment Advisor's portfolio in Q2 2026, its #8 holding.
Carl Stuart Investment Advisor first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Carl Stuart Investment Advisor's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $9.4M in Q1 2023.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Carl Stuart Investment Advisor's 13F filing for Q2 2026, filed 6 Aug 2026.