CX Institutional’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

CX Institutional’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	$4.88M	Sell	15,924 -299	-2%	-$86.2K	0.14%	158
2026 Q1	$4.17M	Sell	16,223 -13,840	-46%	-$3.8M	0.13%	176
2025 Q4	$8.39M	Buy	30,063 +489	+2%	+$140K	0.25%	101
2025 Q3	$8.69M	Sell	29,574 -320	-1%	-$92.3K	0.26%	88
2025 Q2	$8.5M	Buy	29,894 +3,240	+12%	+$835K	0.3%	67
2025 Q1	$6.52M	Buy	26,654 +2,161	+9%	+$562K	0.25%	96
2024 Q4	$6.22M	Sell	24,493 -591	-2%	-$152K	0.25%	94
2024 Q3	$6.11M	Buy	25,084 +4,305	+21%	+$1M	0.27%	103
2024 Q2	$4.77M	Sell	20,779 -1	-0%	-$229	0.22%	108
2024 Q1	$4.9M	Sell	20,780 -290	-1%	-$65K	0.24%	100
2023 Q4	$4.63M	Sell	21,070 -2,819	-12%	-$564K	0.25%	106
2023 Q3	$4.65M	Sell	23,889 -8,586	-26%	-$1.75M	0.26%	103
2023 Q2	$6.68M	Buy	32,475 +98	+0.3%	+$19K	0.35%	80
2023 Q1	$6.3M	Sell	32,377 -3,992	-11%	-$764K	0.34%	80
2022 Q4	$6.54M	Buy	36,369 +4,487	+14%	+$813K	0.4%	60
2022 Q3	$5.44M	Buy	31,882 +2,165	+7%	+$410K	0.38%	65
2022 Q2	$5.21M	Sell	29,717 -13,278	-31%	-$2.57M	0.39%	59
2022 Q1	$9.58M	Buy	42,995 +1,032	+2%	+$228K	0.77%	29
2021 Q4	$10.7M	Buy	41,963 +8,309	+25%	+$2.09M	0.85%	28
2021 Q3	$7.95M	Buy	33,654 +2,418	+8%	+$585K	0.65%	37
2021 Q2	$7.38M	Sell	31,236 -7,955	-20%	-$1.78M	0.61%	39
2021 Q1	$8.41M	Buy	39,191 +7,547	+24%	+$1.64M	0.75%	31
2020 Q4	$6.71M	Buy	31,644 +1,090	+4%	+$215K	0.65%	40
2020 Q3	$5.5M	Sell	30,554 -9,582	-24%	-$1.69M	0.59%	47
2020 Q2	$6.63M	Buy	40,136 +40,109	+148,552%	+$6.07M	0.87%	26
2020 Q1	$3K	Sell	27 -12	-31%	-$1.82K	﹤0.01%	635
2019 Q4	$6K	Hold	39	–	–	﹤0.01%	526
2019 Q3	$6K	Sell	39 -17	-30%	-$2.55K	﹤0.01%	557
2019 Q2	$8K	Buy	56 +6	+12%	+$875	﹤0.01%	534
2019 Q1	$7K	Sell	50 -5,091	-99%	-$685K	﹤0.01%	503
2018 Q4	$615K	Buy	5,141 +1,843	+56%	+$237K	0.13%	122
2018 Q3	$470K	Buy	3,298 +671	+26%	+$94K	0.16%	104
2018 Q2	$353K	Buy	+2,627	New	+$349K	0.13%	105

Other funds holding VOT

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

CX Institutional's VOT Position: Q2 2026 in Review

CX Institutional reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 1.8% in Q2 2026, selling an estimated $86.2K and leaving 15,924 shares worth $4.88M. The position accounts for 0.14% of the portfolio, ranked #158.

CX Institutional first reported a position in VOT in Q2 2018 and has held it in 33 quarters since. The position peaked at $10.7M in Q4 2021. 200 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

CX Institutional held 15,924 shares of Vanguard Mid-Cap Growth ETF worth $4.88M as of Q2 2026.
CX Institutional sold 299 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $86.2K.
Vanguard Mid-Cap Growth ETF made up 0.14% of CX Institutional's portfolio in Q2 2026, its #158 holding.
CX Institutional first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2018 and has held it in 33 quarters since.
CX Institutional's Vanguard Mid-Cap Growth ETF position peaked at $10.7M in Q4 2021.
200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.