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Courier Capital’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Courier Capital’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 		$243K Sell
793
-33
-4% -$9.52K 0.01% 367
2026
Q1 		$213K Hold
826
– – 0.01% 367
2025
Q4 		$231K Sell
826
-33
-4% -$9.44K 0.01% 354
2025
Q3 		$252K Hold
859
– – 0.01% 355
2025
Q2 		$244K Sell
859
-196
-19% -$50.5K 0.01% 350
2025
Q1 		$258K Sell
1,055
-823
-44% -$214K 0.02% 330
2024
Q4 		$477K Sell
1,878
-661
-26% -$170K 0.03% 262
2024
Q3 		$618K Buy
2,539
+1,257
+98% +$293K 0.04% 225
2024
Q2 		$294K Sell
1,282
-1,758
-58% -$403K 0.02% 280
2024
Q1 		$717K Sell
3,040
-262
-8% -$58.7K 0.05% 211
2023
Q4 		$725K Sell
3,302
-635
-16% -$127K 0.06% 207
2023
Q3 		$767K Sell
3,937
-214
-5% -$43.7K 0.06% 194
2023
Q2 		$854K Buy
4,151
+207
+5% +$40.1K 0.07% 193
2023
Q1 		$769K Buy
3,944
+217
+6% +$41.5K 0.08% 137
2022
Q4 		$670K Sell
3,727
-20
-0.5% -$3.62K 0.08% 144
2022
Q3 		$639K Buy
3,747
+304
+9% +$57.5K 0.08% 140
2022
Q2 		$604K Buy
3,443
+265
+8% +$51.3K 0.07% 155
2022
Q1 		$708K Buy
3,178
+267
+9% +$58.9K 0.07% 151
2021
Q4 		$741K Buy
2,911
+282
+11% +$71.1K 0.07% 156
2021
Q3 		$621K Buy
2,629
+10
+0.4% +$2.42K 0.06% 169
2021
Q2 		$619K Buy
2,619
+464
+22% +$104K 0.06% 170
2021
Q1 		$462K Buy
2,155
+380
+21% +$82.4K 0.05% 191
2020
Q4 		$376K Buy
+1,775
New +$350K 0.04% 198

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
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
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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

Courier Capital's VOT Position: Q2 2026 in Review

Courier Capital reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4% in Q2 2026, selling an estimated $9.52K and leaving 793 shares worth $243K. The position accounts for 0.01% of the portfolio, ranked #367.

Courier Capital first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $854K in Q2 2023. 528 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Courier Capital held 793 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $243K as of Q2 2026.
  • Courier Capital sold 33 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $9.52K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Courier Capital's portfolio in Q2 2026, its #367 holding.
  • Courier Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Courier Capital's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $854K in Q2 2023.
  • 528 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Courier Capital's 13F filing for Q2 2026, filed 16 Jul 2026.