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

Certuity’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 		$220K Buy
+718
New +$207K 0.01% 599

Other funds holding VOT

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
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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Certuity's VOT Position: Q2 2026 in Review

Certuity opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 718 shares worth $220K. The stake represents 0.01% of the portfolio and ranks #599 among its holdings.

487 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Certuity held 718 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $220K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Certuity position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Certuity's portfolio in Q2 2026, its #599 holding.
  • 487 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Certuity's 13F filing for Q2 2026, filed 28 Jul 2026.