CRA Financial Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

CRA Financial Services’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	$255K	Hold	833	–	–	0.03%	281
2026 Q1	$214K	Buy	833 +9	+1%	+$2.47K	0.03%	281
2025 Q4	$230K	Hold	824	–	–	0.03%	272
2025 Q3	$242K	Sell	824 -13	-2%	-$3.75K	0.03%	263
2025 Q2	$238K	Sell	837 -42	-5%	-$10.8K	0.04%	245
2025 Q1	$215K	Buy	879 +36	+4%	+$9.36K	0.04%	249
2024 Q4	$214K	Hold	843	–	–	0.04%	253
2024 Q3	$205K	Buy	+843	New	+$196K	0.04%	258
2022 Q1	–	Sell	-814	Closed	-$207K	–	217
2021 Q4	$207K	Buy	+814	New	+$205K	0.06%	196

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

CRA Financial Services's VOT Position: Q2 2026 in Review

CRA Financial Services held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 833 shares worth $255K. The position accounts for 0.03% of the portfolio, ranked #281.

CRA Financial Services first reported a position in VOT in Q4 2021 and has held it in 9 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

CRA Financial Services held 833 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $255K as of Q2 2026.
CRA Financial Services left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of CRA Financial Services's portfolio in Q2 2026, its #281 holding.
CRA Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 9 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on CRA Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.