Costello Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Costello Asset 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	$4.68K	Hold	15	–	–	﹤0.01%	595
2026 Q1	$3.93K	Hold	15	–	–	﹤0.01%	587
2025 Q4	$4.25K	Hold	15	–	–	﹤0.01%	575
2025 Q3	$4.46K	Hold	15	–	–	﹤0.01%	554
2025 Q2	$4.31K	Buy	+15	New	+$3.87K	﹤0.01%	567

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

Costello Asset Management's VOT Position: Q2 2026 in Review

Costello Asset Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 15 shares worth $4.68K. The position accounts for ﹤0.01% of the portfolio, ranked #595.

Costello Asset Management first reported a position in VOT in Q2 2025 and has held it in 5 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Costello Asset Management held 15 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.68K as of Q2 2026.
Costello Asset Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Costello Asset Management's portfolio in Q2 2026, its #595 holding.
Costello Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Costello Asset Management's 13F filing for Q2 2026, filed 28 Jul 2026.