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

Dunhill Financial’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
Q1 		$29.3K Buy
114
+81
+245% +$22.2K 0.01% 382
2025
Q4 		$9.21K Hold
33
– – ﹤0.01% 512
2025
Q3 		$9.7K Buy
+33
New +$9.52K ﹤0.01% 472

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $49B AUM 17.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Dunhill Financial's VOT Position: Q1 2026 in Review

Dunhill Financial increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 245% in Q1 2026, buying an estimated $22.2K and bringing the position to 114 shares worth $29.3K. The position accounts for 0.01% of the portfolio, ranked #382.

Dunhill Financial first reported a position in VOT in Q3 2025 and has held it in 3 quarters since. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Dunhill Financial held 114 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $29.3K as of Q1 2026.
  • Dunhill Financial bought 81 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $22.2K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Dunhill Financial's portfolio in Q1 2026, its #382 holding.
  • Dunhill Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Dunhill Financial's 13F filing for Q1 2026, filed 6 May 2026.