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

CPA 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	$316K	Hold	1,032	–	–	0.09%	83
2026 Q1	$266K	Hold	1,032	–	–	0.09%	88
2025 Q4	$288K	Hold	1,032	–	–	0.1%	83
2025 Q3	$303K	Hold	1,032	–	–	0.12%	74
2025 Q2	$293K	Hold	1,032	–	–	0.12%	68
2025 Q1	$252K	Sell	1,032 -973	-49%	-$253K	0.11%	72
2024 Q4	$509K	Hold	2,005	–	–	0.24%	54
2024 Q3	$488K	Hold	2,005	–	–	0.24%	54
2024 Q2	$460K	Hold	2,005	–	–	0.25%	54
2024 Q1	$473K	Hold	2,005	–	–	0.26%	51
2023 Q4	$440K	Hold	2,005	–	–	0.27%	50
2023 Q3	$391K	Hold	2,005	–	–	0.27%	49
2023 Q2	$413K	Hold	2,005	–	–	0.3%	45
2023 Q1	$391K	Hold	2,005	–	–	0.29%	47
2022 Q4	$360K	Buy	+2,005	New	+$363K	0.28%	48

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

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

CPA Asset Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,032 shares worth $316K. The position accounts for 0.09% of the portfolio, ranked #83.

CPA Asset Management first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $509K in Q4 2024. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

CPA Asset Management held 1,032 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $316K as of Q2 2026.
CPA Asset Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.09% of CPA Asset Management's portfolio in Q2 2026, its #83 holding.
CPA Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
CPA Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $509K in Q4 2024.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on CPA Asset Management's 13F filing for Q2 2026, filed 9 Jul 2026.