Crewe Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Crewe Advisors’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	$140K	Hold	458	–	–	0.01%	281
2026 Q1	$118K	Hold	458	–	–	0.01%	271
2025 Q4	$128K	Hold	458	–	–	0.01%	253
2025 Q3	$135K	Sell	458 -339	-43%	-$97.8K	0.01%	251
2025 Q2	$227K	Buy	797 +345	+76%	+$89K	0.03%	141
2025 Q1	$111K	Hold	452	–	–	0.02%	190
2024 Q4	$115K	Hold	452	–	–	0.02%	191
2024 Q3	$110K	Hold	452	–	–	0.01%	216
2024 Q2	$104K	Hold	452	–	–	0.01%	263
2024 Q1	$107K	Sell	452 -135	-23%	-$30.2K	0.01%	263
2023 Q4	$129K	Buy	+587	New	+$117K	0.02%	88
2023 Q3	–	Sell	-2	Closed	-$412	–	913
2023 Q2	$412	Hold	2	–	–	﹤0.01%	646
2023 Q1	$390	Buy	+2	New	+$383	﹤0.01%	784

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

Crewe Advisors's VOT Position: Q2 2026 in Review

Crewe Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 458 shares worth $140K. The position accounts for 0.01% of the portfolio, ranked #281.

Crewe Advisors first reported a position in VOT in Q1 2023 and has held it in 13 quarters since. The position peaked at $227K in Q2 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Crewe Advisors held 458 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $140K as of Q2 2026.
Crewe Advisors 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 Crewe Advisors's portfolio in Q2 2026, its #281 holding.
Crewe Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 13 quarters since.
Crewe Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $227K in Q2 2025.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Crewe Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.