Csenge Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Csenge Advisory Group’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	$1.53M	Sell	4,985 -206	-4%	-$59.4K	0.06%	239
2026 Q1	$1.34M	Sell	5,191 -278	-5%	-$76.3K	0.06%	246
2025 Q4	$1.53M	Sell	5,469 -314	-5%	-$89.9K	0.07%	228
2025 Q3	$1.7M	Sell	5,783 -730	-11%	-$211K	0.08%	196
2025 Q2	$1.75M	Sell	6,513 -6,014	-48%	-$1.55M	0.09%	180
2025 Q1	$2.94M	Sell	12,527 -60	-0.5%	-$15.6K	0.17%	113
2024 Q4	$3.19M	Buy	12,587 +520	+4%	+$134K	0.17%	109
2024 Q3	$3.01M	Buy	12,067 +1,458	+14%	+$340K	0.16%	116
2024 Q2	$2.44M	Buy	10,609 +6,312	+147%	+$1.45M	0.14%	119
2024 Q1	$1.01M	Buy	4,297 +3,250	+310%	+$728K	0.06%	261
2023 Q4	$230K	Buy	+1,047	New	+$209K	0.01%	593
2020 Q2	–	Sell	-2,018	Closed	-$256K	–	423
2020 Q1	$256K	Buy	2,018 +141	+8%	+$21.4K	0.07%	241
2019 Q4	$298K	Sell	1,877 -194	-9%	-$29.6K	0.08%	222
2019 Q3	$307K	Buy	+2,071	New	+$310K	0.08%	202
2018 Q4	–	Sell	-35	Closed	-$4K	–	1457
2018 Q3	$4K	Buy	+35	New	+$4.9K	﹤0.01%	665
2017 Q4	–	Sell	-1,766	Closed	-$215K	–	288
2017 Q3	$215K	Buy	+1,766	New	+$210K	0.09%	226

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

Csenge Advisory Group's VOT Position: Q2 2026 in Review

Csenge Advisory Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4% in Q2 2026, selling an estimated $59.4K and leaving 4,985 shares worth $1.53M. The position accounts for 0.06% of the portfolio, ranked #239.

Csenge Advisory Group first reported a position in VOT in Q3 2017 and has held it in 16 quarters since. The position peaked at $3.19M in Q4 2024. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Csenge Advisory Group held 4,985 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.53M as of Q2 2026.
Csenge Advisory Group sold 206 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $59.4K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Csenge Advisory Group's portfolio in Q2 2026, its #239 holding.
Csenge Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2017 and has held it in 16 quarters since.
Csenge Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.19M in Q4 2024.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Csenge Advisory Group's 13F filing for Q2 2026, filed 10 Aug 2026.