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

Chapin Davis’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	$340K	Sell	1,110 -90	-8%	-$26K	0.06%	185
2026 Q1	$309K	Sell	1,200 -121	-9%	-$33.2K	0.07%	201
2025 Q4	$369K	Hold	1,321	–	–	0.09%	171
2025 Q3	$388K	Buy	1,321 +70	+6%	+$20.2K	0.1%	165
2025 Q2	$356K	Hold	1,251	–	–	0.1%	164
2025 Q1	$306K	Hold	1,251	–	–	0.1%	161
2024 Q4	$305K	Hold	1,251	–	–	0.1%	168
2024 Q3	$305K	Hold	1,251	–	–	0.1%	169
2024 Q2	$287K	Sell	1,251 -352	-22%	-$80.7K	0.1%	171
2024 Q1	$378K	Sell	1,603 -738	-32%	-$165K	0.14%	148
2023 Q4	$514K	Buy	2,341 +9	+0.4%	+$1.8K	0.22%	116
2023 Q3	$454K	Sell	2,332 -17	-0.7%	-$3.47K	0.22%	114
2023 Q2	$483K	Hold	2,349	–	–	0.23%	114
2023 Q1	$458K	Buy	2,349 +632	+37%	+$121K	0.24%	115
2022 Q4	$309K	Buy	+1,717	New	+$311K	0.18%	134

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

Chapin Davis's VOT Position: Q2 2026 in Review

Chapin Davis reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 7.5% in Q2 2026, selling an estimated $26K and leaving 1,110 shares worth $340K. The position accounts for 0.06% of the portfolio, ranked #185.

Chapin Davis first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $514K in Q4 2023. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Chapin Davis held 1,110 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $340K as of Q2 2026.
Chapin Davis sold 90 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $26K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Chapin Davis's portfolio in Q2 2026, its #185 holding.
Chapin Davis first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Chapin Davis's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $514K in Q4 2023.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Chapin Davis's 13F filing for Q2 2026, filed 7 Jul 2026.