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

Croban’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 Q1	$499K	Sell	1,941 -190	-9%	-$52.1K	0.24%	65
2025 Q4	$595K	Sell	2,131 -501	-19%	-$143K	0.29%	65
2025 Q3	$773K	Sell	2,632 -3,603	-58%	-$1.04M	0.52%	61
2025 Q2	$1.77M	Buy	6,235 +271	+5%	+$69.9K	1.51%	19
2025 Q1	$1.46M	Buy	5,964 +1,020	+21%	+$265K	1.34%	20
2024 Q4	$1.25M	Buy	+4,944	New	+$1.27M	1.23%	28
2023 Q4	$1.25M	Buy	+4,944	New	+$988K	1.24%	28

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Croban's VOT Position: Q1 2026 in Review

Croban reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 8.9% in Q1 2026, selling an estimated $52.1K and leaving 1,941 shares worth $499K. The position accounts for 0.24% of the portfolio, ranked #65.

Croban first reported a position in VOT in Q4 2023 and has held it in 7 quarters since. The position peaked at $1.77M in Q2 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Croban held 1,941 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $499K as of Q1 2026.
Croban sold 190 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $52.1K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.24% of Croban's portfolio in Q1 2026, its #65 holding.
Croban first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 7 quarters since.
Croban's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.77M in Q2 2025.
1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Croban's 13F filing for Q1 2026, filed 13 May 2026.