Cherrydale Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Cherrydale Wealth 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	$1.19M	Buy	3,874 +233	+6%	+$67.2K	0.31%	29
2026 Q1	$937K	Sell	3,641 -2,462	-40%	-$676K	0.29%	29
2025 Q4	$1.7M	Buy	6,103 +93	+2%	+$26.6K	0.52%	23
2025 Q3	$1.77M	Buy	6,010 +9	+0.1%	+$2.6K	0.55%	23
2025 Q2	$1.71M	Buy	6,001 +1,140	+23%	+$294K	0.59%	22
2025 Q1	$1.19M	Buy	4,861 +559	+13%	+$145K	0.47%	23
2024 Q4	$1.09M	Buy	4,302 +8	+0.2%	+$2.06K	0.42%	24
2024 Q3	$1.05M	Buy	4,294 +14	+0.3%	+$3.26K	0.43%	24
2024 Q2	$982K	Sell	4,280 -235	-5%	-$53.9K	0.43%	24
2024 Q1	$1.06M	Sell	4,515 -1,671	-27%	-$374K	0.5%	25
2023 Q4	$1.36M	Buy	6,186 +96	+2%	+$19.2K	0.71%	18
2023 Q3	$1.19M	Buy	+6,090	New	+$1.24M	0.71%	18

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

Cherrydale Wealth Management's VOT Position: Q2 2026 in Review

Cherrydale Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.4% in Q2 2026, buying an estimated $67.2K and bringing the position to 3,874 shares worth $1.19M. The position accounts for 0.31% of the portfolio, ranked #29.

Cherrydale Wealth Management first reported a position in VOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $1.77M in Q3 2025. 1,096 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Cherrydale Wealth Management held 3,874 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.19M as of Q2 2026.
Cherrydale Wealth Management bought 233 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $67.2K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.31% of Cherrydale Wealth Management's portfolio in Q2 2026, its #29 holding.
Cherrydale Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Cherrydale Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.77M in Q3 2025.
1,096 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Cherrydale Wealth Management's 13F filing for Q2 2026, filed 13 Jul 2026.