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

Cooksen Wealth’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	$2.63M	Sell	8,578 -226	-3%	-$65.2K	1.66%	18
2026 Q1	$2.27M	Sell	8,804 -73	-0.8%	-$20K	1.65%	20
2025 Q4	$2.48M	Buy	8,877 +36	+0.4%	+$10.3K	1.81%	17
2025 Q3	$2.6M	Sell	8,841 -1,335	-13%	-$385K	1.94%	17
2025 Q2	$2.89M	Sell	10,176 -625	-6%	-$161K	2.33%	13
2025 Q1	$2.55M	Buy	10,801 +875	+9%	+$228K	2.58%	14
2024 Q4	$2.52M	Sell	9,926 -358	-3%	-$92.1K	2.32%	15
2024 Q3	$2.5M	Sell	10,284 -837	-8%	-$195K	2.34%	15
2024 Q2	$2.55M	Buy	11,121 +320	+3%	+$73.4K	2.58%	14
2024 Q1	$2.55M	Buy	10,801 +304	+3%	+$68.1K	2.65%	14
2023 Q4	$2.3M	Buy	+10,497	New	+$2.1M	2.62%	14

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

Cooksen Wealth's VOT Position: Q2 2026 in Review

Cooksen Wealth reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.6% in Q2 2026, selling an estimated $65.2K and leaving 8,578 shares worth $2.63M. The position accounts for 1.66% of the portfolio, ranked #18.

Cooksen Wealth first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.89M in Q2 2025. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Cooksen Wealth held 8,578 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.63M as of Q2 2026.
Cooksen Wealth sold 226 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $65.2K.
Vanguard Morningstar Mid-Cap Growth ETF made up 1.66% of Cooksen Wealth's portfolio in Q2 2026, its #18 holding.
Cooksen Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Cooksen Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.89M in Q2 2025.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Cooksen Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.