CFAM
VOT icon

Center For Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Center For Asset Management’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 		$1.62M Sell
5,276
-27
-0.5% -$7.79K 0.72% 40
2026
Q1 		$1.36M Sell
5,303
-323
-6% -$88.6K 0.68% 43
2025
Q4 		$1.57M Sell
5,626
-84
-1% -$24K 0.82% 34
2025
Q3 		$1.68M Sell
5,710
-3,156
-36% -$910K 0.89% 31
2025
Q2 		$2.26M Buy
8,866
+2,179
+33% +$562K 1.39% 24
2025
Q1 		$1.64M Sell
6,687
-2,397
-26% -$623K 1% 30
2024
Q4 		$2.31M Buy
9,084
+438
+5% +$113K 1.49% 22
2024
Q3 		$2.11M Buy
8,646
+468
+6% +$109K 1.26% 26
2024
Q2 		$1.88M Buy
8,178
+260
+3% +$59.6K 1.24% 23
2024
Q1 		$1.87M Sell
7,918
-178
-2% -$39.9K 1.53% 18
2023
Q4 		$1.78M Buy
8,096
+110
+1% +$22K 1.62% 16
2023
Q3 		$1.56M Sell
7,986
-555
-6% -$113K 1.55% 16
2023
Q2 		$1.76M Sell
8,541
-138
-2% -$26.7K 1.66% 16
2023
Q1 		$1.69M Sell
8,679
-95
-1% -$18.2K 1.65% 14
2022
Q4 		$1.58M Sell
8,774
-269
-3% -$48.7K 1.47% 14
2022
Q3 		$1.54M Buy
9,043
+185
+2% +$35K 1.53% 15
2022
Q2 		$1.55M Buy
8,858
+751
+9% +$145K 1.44% 13
2022
Q1 		$1.81M Sell
8,107
-200
-2% -$44.1K 1.39% 21
2021
Q4 		$2.12M Sell
8,307
-162
-2% -$40.8K 1.57% 18
2021
Q3 		$2M Buy
8,469
+40
+0.5% +$9.68K 1.68% 17
2021
Q2 		$1.99M Buy
8,429
+300
+4% +$67.3K 1.72% 17
2021
Q1 		$1.74M Buy
8,129
+284
+4% +$61.6K 1.67% 18
2020
Q4 		$1.66M Buy
+7,845
New +$1.55M 1.66% 17

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Center For Asset Management's VOT Position: Q2 2026 in Review

Center For Asset Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.51% in Q2 2026, selling an estimated $7.79K and leaving 5,276 shares worth $1.62M. The position accounts for 0.72% of the portfolio, ranked #40.

Center For Asset Management first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.31M in Q4 2024. 627 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Center For Asset Management held 5,276 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.62M as of Q2 2026.
  • Center For Asset Management sold 27 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $7.79K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.72% of Center For Asset Management's portfolio in Q2 2026, its #40 holding.
  • Center For Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Center For Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.31M in Q4 2024.
  • 627 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Center For Asset Management's 13F filing for Q2 2026, filed 27 Jul 2026.