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

Clayton 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	$16.6M	Buy	54,129 +1,559	+3%	+$450K	9.17%	4
2026 Q1	$13.5M	Buy	52,570 +1,446	+3%	+$397K	6.95%	5
2025 Q4	$14.3M	Buy	51,124 +8,855	+21%	+$2.53M	7.28%	5
2025 Q3	$12.4M	Buy	42,269 +12,147	+40%	+$3.5M	9.07%	3
2025 Q2	$8.57M	Sell	30,122 -49,406	-62%	-$12.7M	10.19%	3
2025 Q1	$19.5M	Buy	79,528 +1,690	+2%	+$439K	7.13%	3
2024 Q4	$19.8M	Buy	77,838 +2,225	+3%	+$573K	7.12%	3
2024 Q3	$18.4M	Buy	75,613 +497	+0.7%	+$116K	6.89%	3
2024 Q2	$17.7M	Buy	75,116 +3,112	+4%	+$714K	7.66%	3
2024 Q1	$17M	Buy	72,004 +2,463	+4%	+$552K	7.72%	3
2023 Q4	$15.3M	Buy	+69,541	New	+$13.9M	9.5%	3

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

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

Clayton Financial Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3% in Q2 2026, buying an estimated $450K and bringing the position to 54,129 shares worth $16.6M. The position accounts for 9.17% of the portfolio, ranked #4.

Clayton Financial Group first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $19.8M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Clayton Financial Group held 54,129 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $16.6M as of Q2 2026.
Clayton Financial Group bought 1,559 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $450K.
Vanguard Morningstar Mid-Cap Growth ETF made up 9.17% of Clayton Financial Group's portfolio in Q2 2026, its #4 holding.
Clayton Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Clayton Financial Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $19.8M in Q4 2024.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Clayton Financial Group's 13F filing for Q2 2026, filed 20 Jul 2026.