Coston McIsaac & Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Coston McIsaac & Partners’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	$5K	Hold	19	–	–	﹤0.01%	684
2026 Q1	$4K	Hold	19	–	–	﹤0.01%	712
2025 Q4	$5K	Hold	19	–	–	﹤0.01%	664
2025 Q3	$5K	Hold	19	–	–	﹤0.01%	632
2025 Q2	$5K	Hold	19	–	–	﹤0.01%	614
2025 Q1	$4K	Hold	19	–	–	﹤0.01%	626
2024 Q4	$4K	Hold	19	–	–	﹤0.01%	626
2024 Q3	$4K	Hold	19	–	–	﹤0.01%	639
2024 Q2	$4K	Hold	19	–	–	﹤0.01%	608
2024 Q1	$4K	Hold	19	–	–	﹤0.01%	602
2023 Q4	$4K	Hold	19	–	–	﹤0.01%	603
2023 Q3	$3K	Hold	19	–	–	﹤0.01%	628
2023 Q2	$3K	Hold	19	–	–	﹤0.01%	669
2023 Q1	$3K	Hold	19	–	–	﹤0.01%	658
2022 Q4	$3K	Hold	19	–	–	﹤0.01%	657
2022 Q3	$3K	Hold	19	–	–	﹤0.01%	577
2022 Q2	$3K	Buy	+19	New	+$3.68K	﹤0.01%	406

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

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

Coston McIsaac & Partners's VOT Position: Q2 2026 in Review

Coston McIsaac & Partners held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 19 shares worth $5K. The position accounts for ﹤0.01% of the portfolio, ranked #684.

Coston McIsaac & Partners first reported a position in VOT in Q2 2022 and has held it in 17 quarters since. 1,105 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Coston McIsaac & Partners held 19 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $5K as of Q2 2026.
Coston McIsaac & Partners 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 Coston McIsaac & Partners's portfolio in Q2 2026, its #684 holding.
Coston McIsaac & Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
1,105 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Coston McIsaac & Partners's 13F filing for Q2 2026, filed 12 Aug 2026.