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Eagle Strategies’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Eagle Strategies’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 		$12.7M Sell
41,338
-6
-0% -$1.73K 1.26% 20
2026
Q1 		$10.6M Sell
41,344
-16,932
-29% -$4.65M 1.27% 20
2025
Q4 		$16.3M Buy
58,276
+1,735
+3% +$497K 2.08% 9
2025
Q3 		$16.6M Buy
56,541
+569
+1% +$164K 2.22% 7
2025
Q2 		$15.9M Buy
55,972
+1,721
+3% +$444K 2.43% 6
2025
Q1 		$13.3M Buy
54,251
+26,414
+95% +$6.87M 2.31% 7
2024
Q4 		$7.06M Buy
27,837
+179
+0.6% +$46.1K 1.22% 25
2024
Q3 		$6.73M Buy
27,658
+531
+2% +$124K 1.22% 26
2024
Q2 		$6.23M Buy
27,127
+26,232
+2,931% +$6.02M 1.19% 25
2024
Q1 		$211K Sell
895
-27,472
-97% -$6.15M 0.05% 253
2023
Q4 		$6.23M Buy
28,367
+971
+4% +$194K 1.33% 24
2023
Q3 		$5.34M Buy
27,396
+248
+0.9% +$50.6K 1.31% 19
2023
Q2 		$5.59M Sell
27,148
-2,049
-7% -$397K 1.36% 18
2023
Q1 		$5.69M Sell
29,197
-4,800
-14% -$919K 1.42% 18
2022
Q4 		$6.11M Sell
33,997
-4,443
-12% -$805K 1.83% 16
2022
Q3 		$6.56M Buy
38,440
+631
+2% +$119K 3.43% 8
2022
Q2 		$6.63M Buy
37,809
+21,071
+126% +$4.08M 2.42% 10
2022
Q1 		$3.73M Sell
16,738
-2,292
-12% -$506K 1.46% 19
2021
Q4 		$4.84M Buy
+19,030
New +$4.8M 1.89% 13

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

Eagle Strategies's VOT Position: Q2 2026 in Review

Eagle Strategies reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.01% in Q2 2026, selling an estimated $1.73K and leaving 41,338 shares worth $12.7M. The position accounts for 1.26% of the portfolio, ranked #20.

Eagle Strategies first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $16.6M in Q3 2025. 561 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Eagle Strategies held 41,338 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $12.7M as of Q2 2026.
  • Eagle Strategies sold 6 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.73K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.26% of Eagle Strategies's portfolio in Q2 2026, its #20 holding.
  • Eagle Strategies first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Eagle Strategies's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $16.6M in Q3 2025.
  • 561 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Eagle Strategies's 13F filing for Q2 2026, filed 21 Jul 2026.