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

Cresset 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	$2.66M	Sell	8,670 -375	-4%	-$108K	0.01%	588
2026 Q1	$2.33M	Sell	9,045 -2,038	-18%	-$559K	0.01%	526
2025 Q4	$3.09M	Sell	11,083 -629	-5%	-$180K	0.01%	466
2025 Q3	$3.45M	Buy	11,712 +6	+0.1%	+$1.73K	0.02%	418
2025 Q2	$3.33M	Sell	11,706 -1,762	-13%	-$454K	0.02%	403
2025 Q1	$3.29M	Sell	13,468 -89	-0.7%	-$23.1K	0.02%	418
2024 Q4	$3.44M	Sell	13,557 -3,159	-19%	-$813K	0.02%	420
2024 Q3	$4.07M	Buy	16,716 +211	+1%	+$49.1K	0.02%	503
2024 Q2	$3.79M	Buy	16,505 +72	+0.4%	+$16.5K	0.02%	493
2024 Q1	$3.87M	Buy	16,433 +3,224	+24%	+$722K	0.02%	426
2023 Q4	$2.9M	Sell	13,209 -720	-5%	-$144K	0.02%	449
2023 Q3	$2.71M	Buy	13,929 +358	+3%	+$73.1K	0.01%	456
2023 Q2	$2.79M	Buy	13,571 +1	+0%	+$194	﹤0.01%	548
2023 Q1	$2.64M	Buy	13,570 +1,031	+8%	+$197K	0.05%	191
2022 Q4	$1.8M	Buy	12,539 +247	+2%	+$44.8K	0.02%	213
2022 Q3	$2.1M	Sell	12,292 -2,598	-17%	-$492K	0.03%	206
2022 Q2	$2.15M	Buy	14,890 +2,582	+21%	+$500K	0.03%	217
2022 Q1	$2.74M	Buy	12,308 +2,060	+20%	+$455K	0.03%	211
2021 Q4	$2.61M	Buy	+10,248	New	+$2.58M	0.03%	251

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

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

Cresset Asset Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.1% in Q2 2026, selling an estimated $108K and leaving 8,670 shares worth $2.66M. The position accounts for 0.01% of the portfolio, ranked #588.

Cresset Asset Management first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $4.07M in Q3 2024. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Cresset Asset Management held 8,670 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.66M as of Q2 2026.
Cresset Asset Management sold 375 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $108K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Cresset Asset Management's portfolio in Q2 2026, its #588 holding.
Cresset Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Cresset Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.07M in Q3 2024.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Cresset Asset Management's 13F filing for Q2 2026, filed 14 Aug 2026.