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Compton Wealth Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Compton Wealth Advisory 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 		$14.1M Buy
46,550
+209
+0.5% +$60.3K 2.86% 12
2026
Q1 		$12.1M Buy
46,341
+547
+1% +$150K 2.69% 12
2025
Q4 		$12.8M Sell
45,794
-751
-2% -$215K 2.79% 12
2025
Q3 		$13.7M Sell
46,545
-376
-0.8% -$108K 3.17% 10
2025
Q2 		$13.3M Buy
46,921
+525
+1% +$135K 3.38% 9
2025
Q1 		$11.4M Sell
46,396
-642
-1% -$167K 3.15% 10
2024
Q4 		$11.9M Buy
47,038
+7,532
+19% +$1.94M 3.08% 10
2024
Q3 		$9.62M Buy
39,506
+793
+2% +$185K 2.43% 11
2024
Q2 		$8.89M Buy
38,713
+633
+2% +$145K 2.37% 12
2024
Q1 		$8.98M Buy
38,080
+2,925
+8% +$655K 2.46% 13
2023
Q4 		$7.72M Buy
35,155
+8,165
+30% +$1.63M 2.42% 13
2023
Q3 		$5.26M Sell
26,990
-23,137
-46% -$4.72M 1.8% 13
2023
Q2 		$10.3M Buy
50,127
+514
+1% +$99.6K 3.44% 11
2023
Q1 		$9.67M Buy
49,613
+14,318
+41% +$2.74M 3.34% 13
2022
Q4 		$6.34M Sell
35,295
-9,550
-21% -$1.73M 2.47% 12
2022
Q3 		$7.65M Buy
44,845
+4,981
+12% +$943K 3.25% 12
2022
Q2 		$6.99M Buy
39,864
+11,420
+40% +$2.21M 3.01% 11
2022
Q1 		$6.34M Buy
28,444
+2,331
+9% +$515K 2.44% 13
2021
Q4 		$6.65M Buy
26,113
+345
+1% +$87K 2.85% 13
2021
Q3 		$6.09M Buy
25,768
+127
+0.5% +$30.7K 2.86% 10
2021
Q2 		$6.06M Buy
25,641
+3,178
+14% +$713K 2.83% 11
2021
Q1 		$4.82M Buy
22,463
+96
+0.4% +$20.8K 2.76% 12
2020
Q4 		$4.74M Buy
22,367
+930
+4% +$183K 2.95% 12
2020
Q3 		$3.86M Buy
21,437
+18,192
+561% +$3.21M 2.89% 12
2020
Q2 		$536K Buy
+3,245
New +$491K 0.57% 47

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

Compton Wealth Advisory Group's VOT Position: Q2 2026 in Review

Compton Wealth Advisory Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.45% in Q2 2026, buying an estimated $60.3K and bringing the position to 46,550 shares worth $14.1M. The position accounts for 2.86% of the portfolio, ranked #12.

Compton Wealth Advisory Group first reported a position in VOT in Q2 2020 and has held it in 25 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Compton Wealth Advisory Group held 46,550 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $14.1M as of Q2 2026.
  • Compton Wealth Advisory Group bought 209 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $60.3K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 2.86% of Compton Wealth Advisory Group's portfolio in Q2 2026, its #12 holding.
  • Compton Wealth Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q2 2026, filed 21 Jul 2026.