Chapman Financial Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Chapman Financial Group’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	–	Sell	-10	Closed	-$2.63K	–	270
2026 Q1	$2.63K	Hold	10	–	–	﹤0.01%	249
2025 Q4	$2.84K	Hold	10	–	–	﹤0.01%	238
2025 Q3	$2.98K	Hold	10	–	–	﹤0.01%	245
2025 Q2	$2.88K	Buy	+10	New	+$2.58K	﹤0.01%	202

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

Chapman Financial Group's VOT Position: Q2 2026 in Review

Chapman Financial Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 10 shares — an estimated $2.63K sold.

Chapman Financial Group first reported a position in VOT in Q2 2025 and held it in 4 quarters. The position peaked at $2.98K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Chapman Financial Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Chapman Financial Group sold 10 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.63K.
Chapman Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and held it in 4 quarters.
Chapman Financial Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.98K in Q3 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Chapman Financial Group's 13F filing for Q2 2026, filed 5 Aug 2026.