DHJJ Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

DHJJ Financial Advisors’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	$65.5K	Hold	214	–	–	0.02%	372
2026 Q1	$55.1K	Sell	214 -10	-4%	-$2.74K	0.02%	379
2025 Q4	$62.5K	Hold	224	–	–	0.02%	346
2025 Q3	$65.8K	Hold	224	–	–	0.02%	324
2025 Q2	$63.7K	Hold	224	–	–	0.02%	313
2025 Q1	$54.8K	Hold	224	–	–	0.02%	306
2024 Q4	$56.8K	Hold	224	–	–	0.02%	291
2024 Q3	$54.5K	Hold	224	–	–	0.02%	292
2024 Q2	$51.4K	Hold	224	–	–	0.02%	268
2024 Q1	$52.8K	Hold	224	–	–	0.02%	259
2023 Q4	$49.2K	Hold	224	–	–	0.02%	255
2023 Q3	$43.6K	Buy	+224	New	+$45.7K	0.02%	259

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

DHJJ Financial Advisors's VOT Position: Q2 2026 in Review

DHJJ Financial Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 214 shares worth $65.5K. The position accounts for 0.02% of the portfolio, ranked #372.

DHJJ Financial Advisors first reported a position in VOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $65.8K in Q3 2025. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

DHJJ Financial Advisors held 214 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $65.5K as of Q2 2026.
DHJJ Financial Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of DHJJ Financial Advisors's portfolio in Q2 2026, its #372 holding.
DHJJ Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
DHJJ Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $65.8K in Q3 2025.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on DHJJ Financial Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.