Connecticut Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Connecticut Wealth Management’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	$10M	Sell	32,765 -3,711	-10%	-$1.07M	0.37%	35
2026 Q1	$9.39M	Sell	36,476 -1,971	-5%	-$541K	0.39%	35
2025 Q4	$10.7M	Buy	38,447 +40	+0.1%	+$11.4K	0.47%	34
2025 Q3	$11.3M	Sell	38,407 -613	-2%	-$177K	0.5%	32
2025 Q2	$11.1M	Sell	39,020 -432	-1%	-$111K	0.53%	31
2025 Q1	$9.65M	Sell	39,452 -734,110	-95%	-$191M	0.51%	34
2024 Q4	$200M	Buy	773,562 +733,309	+1,822%	+$189M	9.83%	3
2024 Q3	$9.8M	Sell	40,253 -567	-1%	-$132K	0.47%	36
2024 Q2	$9.37M	Sell	40,820 -130	-0.3%	-$29.8K	0.48%	37
2024 Q1	$9.66M	Sell	40,950 -772	-2%	-$173K	0.51%	34
2023 Q4	$9.16M	Sell	41,722 -871	-2%	-$174K	0.53%	32
2023 Q3	$8.3M	Sell	42,593 -290	-0.7%	-$59.2K	0.57%	32
2023 Q2	$8.82M	Sell	42,883 -18,808	-30%	-$3.65M	0.61%	30
2023 Q1	$12M	Sell	61,691 -489	-0.8%	-$93.6K	0.91%	24
2022 Q4	$11.2M	Sell	62,180 -804	-1%	-$146K	0.95%	20
2022 Q3	$10.7M	Buy	62,984 +52	+0.1%	+$9.84K	1%	20
2022 Q2	$11M	Sell	62,932 -1,818	-3%	-$352K	0.97%	20
2022 Q1	$14.4M	Sell	64,750 -337	-0.5%	-$74.4K	1.1%	20
2021 Q4	$16.6M	Sell	65,087 -1,268	-2%	-$320K	1.29%	19
2021 Q3	$15.7M	Sell	66,355 -1,464	-2%	-$354K	1.37%	19
2021 Q2	$16M	Sell	67,819 -172,168	-72%	-$38.6M	1.41%	19
2021 Q1	$52.3M	Buy	239,987 +166,870	+228%	+$36.2M	4.77%	3
2020 Q4	$15.5M	Sell	73,117 -1,280	-2%	-$252K	1.65%	16
2020 Q3	$13.4M	Sell	74,397 -4,516	-6%	-$796K	1.48%	17
2020 Q2	$13M	Sell	78,913 -2,423	-3%	-$366K	1.62%	18
2020 Q1	$10.3M	Sell	81,336 -17,773	-18%	-$2.7M	1.54%	18
2019 Q4	$15.7M	Sell	99,109 -499	-0.5%	-$76.1K	1.73%	18
2019 Q3	$14.8M	Buy	99,608 +4,756	+5%	+$712K	1.82%	17
2019 Q2	$14.2M	Buy	+94,852	New	+$13.8M	1.75%	16

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

Connecticut Wealth Management's VOT Position: Q2 2026 in Review

Connecticut Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 10% in Q2 2026, selling an estimated $1.07M and leaving 32,765 shares worth $10M. The position accounts for 0.37% of the portfolio, ranked #35.

Connecticut Wealth Management first reported a position in VOT in Q2 2019 and has held it in 29 quarters since. The position peaked at $200M in Q4 2024. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Connecticut Wealth Management held 32,765 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $10M as of Q2 2026.
Connecticut Wealth Management sold 3,711 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.07M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.37% of Connecticut Wealth Management's portfolio in Q2 2026, its #35 holding.
Connecticut Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2019 and has held it in 29 quarters since.
Connecticut Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $200M in Q4 2024.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Connecticut Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.