CM Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

CM Wealth Advisors’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	$361K	Hold	1,177	–	–	0.07%	125
2026 Q1	$303K	Hold	1,177	–	–	0.06%	113
2025 Q4	$329K	Hold	1,177	–	–	0.07%	104
2025 Q3	$346K	Hold	1,177	–	–	0.09%	71
2025 Q2	$335K	Hold	1,177	–	–	0.1%	70
2025 Q1	$288K	Hold	1,177	–	–	0.09%	69
2024 Q4	$299K	Hold	1,177	–	–	0.1%	69
2024 Q3	$287K	Hold	1,177	–	–	0.09%	72
2024 Q2	$271K	Buy	+1,177	New	+$270K	0.13%	61
2024 Q1	–	Sell	-1,177	Closed	-$258K	–	192
2023 Q4	$258K	Hold	1,177	–	–	0.11%	67
2023 Q3	$234K	Hold	1,177	–	–	0.09%	73
2023 Q2	$249K	Sell	1,177 -803	-41%	-$156K	0.08%	129
2023 Q1	$370K	Buy	1,980 +803	+68%	+$154K	0.07%	295
2022 Q4	$212K	Hold	1,177	–	–	0.11%	67
2022 Q3	$201K	Hold	1,177	–	–	0.11%	67
2022 Q2	$206K	Buy	+1,177	New	+$228K	0.13%	70

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

CM Wealth Advisors's VOT Position: Q2 2026 in Review

CM Wealth Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,177 shares worth $361K. The position accounts for 0.07% of the portfolio, ranked #125.

CM Wealth Advisors first reported a position in VOT in Q2 2022 and has held it in 16 quarters since. The position peaked at $370K in Q1 2023. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

CM Wealth Advisors held 1,177 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $361K as of Q2 2026.
CM Wealth Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of CM Wealth Advisors's portfolio in Q2 2026, its #125 holding.
CM Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 16 quarters since.
CM Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $370K in Q1 2023.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on CM Wealth Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.