Collective Family Office’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Collective Family Office’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	$1.09M	Buy	3,551 +110	+3%	+$31.7K	0.22%	76
2026 Q1	$886K	Sell	3,441 -1,115	-24%	-$306K	0.2%	80
2025 Q4	$1.27M	Sell	4,556 -366	-7%	-$105K	0.29%	67
2025 Q3	$1.45M	Buy	4,922 +308	+7%	+$88.9K	0.35%	62
2025 Q2	$1.31M	Sell	4,614 -418	-8%	-$108K	0.34%	64
2025 Q1	$1.23M	Sell	5,032 -181	-3%	-$47.1K	0.33%	62
2024 Q4	$1.32M	Buy	5,213 +246	+5%	+$63.3K	0.36%	58
2024 Q3	$1.21M	Sell	4,967 -598	-11%	-$139K	0.33%	64
2024 Q2	$1.28M	Buy	5,565 +255	+5%	+$58.5K	0.38%	63
2024 Q1	$1.25M	Buy	5,310 +1,125	+27%	+$252K	0.41%	57
2023 Q4	$919K	Buy	4,185 +1,302	+45%	+$260K	0.32%	65
2023 Q3	$562K	Buy	2,883 +373	+15%	+$76.2K	0.22%	89
2023 Q2	$516K	Buy	2,510 +825	+49%	+$160K	0.2%	100
2023 Q1	$328K	Sell	1,685 -150	-8%	-$28.7K	0.14%	127
2022 Q4	$330K	Buy	1,835 +160	+10%	+$29K	0.15%	125
2022 Q3	$286K	Sell	1,675 -975	-37%	-$185K	0.14%	133
2022 Q2	$465K	Sell	2,650 -85	-3%	-$16.5K	0.2%	113
2022 Q1	$609K	Sell	2,735 -315	-10%	-$69.5K	0.23%	103
2021 Q4	$777K	Hold	3,050	–	–	0.31%	89
2021 Q3	$721K	Sell	3,050 -1,102	-27%	-$267K	0.31%	78
2021 Q2	$981K	Sell	4,152 -625	-13%	-$140K	0.42%	68
2021 Q1	$1.02M	Sell	4,777 -1,165	-20%	-$253K	0.5%	57
2020 Q4	$1.26M	Buy	+5,942	New	+$1.17M	0.7%	40

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Collective Family Office's VOT Position: Q2 2026 in Review

Collective Family Office increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.2% in Q2 2026, buying an estimated $31.7K and bringing the position to 3,551 shares worth $1.09M. The position accounts for 0.22% of the portfolio, ranked #76.

Collective Family Office first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.45M in Q3 2025. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Collective Family Office held 3,551 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.09M as of Q2 2026.
Collective Family Office bought 110 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $31.7K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.22% of Collective Family Office's portfolio in Q2 2026, its #76 holding.
Collective Family Office first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
Collective Family Office's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.45M in Q3 2025.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Collective Family Office's 13F filing for Q2 2026, filed 2 Jul 2026.