CX Institutional’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
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
EWA
TI
CX Institutional's VOT Position: Q2 2026 in Review
CX Institutional reduced its Vanguard Morningstar 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. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- CX Institutional held 15,924 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.88M as of Q2 2026.
- CX Institutional sold 299 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $86.2K.
- Vanguard Morningstar 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 Morningstar Mid-Cap Growth ETF in Q2 2018 and has held it in 33 quarters since.
- CX Institutional's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $10.7M in Q4 2021.
- 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on CX Institutional's 13F filing for Q2 2026, filed 2 Jul 2026.