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CJM Wealth Advisers’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

CJM Wealth Advisers’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 		$2.62M Sell
8,559
-748
-8% -$216K 0.69% 15
2026
Q1 		$2.4M Sell
9,307
-310
-3% -$85.1K 0.73% 14
2025
Q4 		$2.68M Buy
9,617
+2
+0% +$572 0.8% 14
2025
Q3 		$2.82M Buy
9,615
+1
+0% +$288 0.87% 14
2025
Q2 		$2.73M Sell
9,614
-214
-2% -$55.2K 0.91% 14
2025
Q1 		$2.4M Buy
9,828
+792
+9% +$206K 0.85% 13
2024
Q4 		$2.29M Buy
9,036
+56
+0.6% +$14.4K 0.77% 13
2024
Q3 		$2.19M Buy
8,980
+1
+0% +$233 0.75% 14
2024
Q2 		$2.05M Sell
8,979
-31
-0.3% -$7.11K 0.75% 14
2024
Q1 		$2.12M Sell
9,010
-52
-0.6% -$11.7K 0.81% 13
2023
Q4 		$1.99M Sell
9,062
-62
-0.7% -$12.4K 0.88% 14
2023
Q3 		$1.78M Buy
9,124
+23
+0.3% +$4.7K 0.86% 14
2023
Q2 		$1.87M Buy
9,101
+1
+0% +$194 0.95% 14
2023
Q1 		$1.77M Sell
9,100
-133
-1% -$25.5K 1.01% 13
2022
Q4 		$1.66M Sell
9,233
-67
-0.7% -$12.1K 1.02% 14
2022
Q3 		$1.59M Sell
9,300
-58
-0.6% -$11K 1.13% 11
2022
Q2 		$1.64M Sell
9,358
-13,823
-60% -$2.68M 1.14% 11
2022
Q1 		$5.17M Sell
23,181
-551
-2% -$122K 3.53% 8
2021
Q4 		$6.04M Buy
+23,732
New +$5.98M 4.3% 5

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

CJM Wealth Advisers's VOT Position: Q2 2026 in Review

CJM Wealth Advisers reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 8% in Q2 2026, selling an estimated $216K and leaving 8,559 shares worth $2.62M. The position accounts for 0.69% of the portfolio, ranked #15.

CJM Wealth Advisers first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $6.04M in Q4 2021. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • CJM Wealth Advisers held 8,559 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.62M as of Q2 2026.
  • CJM Wealth Advisers sold 748 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $216K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.69% of CJM Wealth Advisers's portfolio in Q2 2026, its #15 holding.
  • CJM Wealth Advisers first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • CJM Wealth Advisers's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $6.04M in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on CJM Wealth Advisers's 13F filing for Q2 2026, filed 17 Jul 2026.