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Culbertson A N & Co’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Culbertson A N & Co’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 		– Sell
-1,175
Closed -$302K – 142
2026
Q1 		$302K Hold
1,175
– – 0.04% 122
2025
Q4 		$328K Sell
1,175
-5
-0.4% -$1.43K 0.05% 119
2025
Q3 		$347K Sell
1,180
-10
-0.8% -$2.88K 0.05% 120
2025
Q2 		$338K Hold
1,190
– – 0.05% 117
2025
Q1 		$291K Hold
1,190
– – 0.05% 117
2024
Q4 		$302K Hold
1,190
– – 0.05% 117
2024
Q3 		$290K Buy
+1,190
New +$277K 0.05% 120

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Culbertson A N & Co's VOT Position: Q2 2026 in Review

Culbertson A N & Co sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 1,175 shares — an estimated $302K sold.

Culbertson A N & Co first reported a position in VOT in Q3 2024 and held it in 7 quarters. The position peaked at $347K in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Culbertson A N & Co reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Culbertson A N & Co sold 1,175 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $302K.
  • Culbertson A N & Co first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2024 and held it in 7 quarters.
  • Culbertson A N & Co's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $347K in Q3 2025.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Culbertson A N & Co's 13F filing for Q2 2026, filed 29 Jul 2026.