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

Choreo LLC’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 		$3.36M Sell
10,960
-583
-5% -$168K 0.04% 303
2026
Q1 		$2.97M Buy
11,543
+1,626
+16% +$446K 0.04% 302
2025
Q4 		$2.8M Buy
9,917
+258
+3% +$73.8K 0.04% 297
2025
Q3 		$2.84M Sell
9,659
-334
-3% -$96.4K 0.04% 296
2025
Q2 		$2.85M Buy
9,993
+246
+3% +$63.4K 0.04% 284
2025
Q1 		$2.38M Buy
9,747
+1,452
+18% +$378K 0.04% 299
2024
Q4 		$2.11M Buy
8,295
+1,261
+18% +$325K 0.03% 335
2024
Q3 		$1.7M Buy
7,034
+1,013
+17% +$236K 0.02% 404
2024
Q2 		$1.37M Buy
6,021
+2,022
+51% +$464K 0.02% 407
2024
Q1 		$943K Buy
3,999
+1,035
+35% +$232K 0.02% 291
2023
Q4 		$651K Buy
2,964
+288
+11% +$57.6K 0.02% 341
2023
Q3 		$521K Sell
2,676
-633
-19% -$129K 0.02% 278
2023
Q2 		$681K Sell
3,309
-29
-0.9% -$5.62K 0.02% 243
2023
Q1 		$650K Buy
3,338
+1,339
+67% +$256K 0.02% 258
2022
Q4 		$359K Sell
1,999
-28
-1% -$5.07K 0.02% 173
2022
Q3 		$346K Buy
2,027
+2
+0.1% +$379 0.02% 155
2022
Q2 		$355K Buy
2,025
+92
+5% +$17.8K 0.02% 152
2022
Q1 		$431K Sell
1,933
-75
-4% -$16.6K 0.02% 154
2021
Q4 		$511K Sell
2,008
-123
-6% -$31K 0.03% 142
2021
Q3 		$503K Sell
2,131
-119
-5% -$28.8K 0.03% 134
2021
Q2 		$532K Buy
2,250
+6
+0.3% +$1.35K 0.03% 128
2021
Q1 		$482K Sell
2,244
-809
-26% -$175K 0.03% 123
2020
Q4 		$647K Buy
3,053
+20
+0.7% +$3.94K 0.05% 107
2020
Q3 		$546K Buy
3,033
+17
+0.6% +$3K 0.05% 108
2020
Q2 		$498K Sell
3,016
-7
-0.2% -$1.06K 0.05% 112
2020
Q1 		$383K Buy
+3,023
New +$459K 0.05% 122

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Choreo LLC's VOT Position: Q2 2026 in Review

Choreo LLC reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.1% in Q2 2026, selling an estimated $168K and leaving 10,960 shares worth $3.36M. The position accounts for 0.04% of the portfolio, ranked #303.

Choreo LLC first reported a position in VOT in Q1 2020 and has held it in 26 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Choreo LLC held 10,960 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.36M as of Q2 2026.
  • Choreo LLC sold 583 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $168K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Choreo LLC's portfolio in Q2 2026, its #303 holding.
  • Choreo LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Choreo LLC's 13F filing for Q2 2026, filed 4 Aug 2026.