Easterly Investment Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Easterly Investment Partners’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	$281K	Hold	917	–	–	0.01%	243
2026 Q1	$236K	Hold	917	–	–	0.02%	163
2025 Q4	$256K	Hold	917	–	–	0.02%	202
2025 Q3	$269K	Hold	917	–	–	0.02%	191
2025 Q2	$261K	Hold	917	–	–	0.02%	184
2025 Q1	$224K	Hold	917	–	–	0.02%	181
2024 Q4	$233K	Hold	917	–	–	0.02%	190
2024 Q3	$223K	Hold	917	–	–	0.02%	194
2024 Q2	$211K	Hold	917	–	–	0.02%	190
2024 Q1	$216K	Sell	917 -1	-0.1%	-$224	0.02%	196
2023 Q4	$202K	Buy	+918	New	+$184K	0.02%	182
2022 Q1	–	Sell	-865	Closed	-$220K	–	205
2021 Q4	$220K	Buy	+865	New	+$218K	0.02%	182

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

Easterly Investment Partners's VOT Position: Q2 2026 in Review

Easterly Investment Partners held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 917 shares worth $281K. The position accounts for 0.01% of the portfolio, ranked #243.

Easterly Investment Partners first reported a position in VOT in Q4 2021 and has held it in 12 quarters since. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Easterly Investment Partners held 917 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $281K as of Q2 2026.
Easterly Investment Partners left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Easterly Investment Partners's portfolio in Q2 2026, its #243 holding.
Easterly Investment Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Easterly Investment Partners's 13F filing for Q2 2026, filed 23 Jul 2026.