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Eclectic Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Eclectic Associates’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 		$7.49M Buy
24,445
+592
+2% +$171K 0.85% 27
2026
Q1 		$6.14M Buy
23,853
+4,749
+25% +$1.3M 0.81% 29
2025
Q4 		$5.33M Buy
19,104
+562
+3% +$161K 0.83% 28
2025
Q3 		$5.45M Sell
18,542
-1,122
-6% -$324K 1% 26
2025
Q2 		$5.59M Sell
19,664
-129
-0.7% -$33.3K 1.22% 23
2025
Q1 		$4.84M Buy
19,793
+127
+0.6% +$33K 1.3% 19
2024
Q4 		$4.99M Sell
19,666
-147
-0.7% -$37.8K 1.48% 13
2024
Q3 		$4.82M Buy
19,813
+133
+0.7% +$31K 1.9% 11
2024
Q2 		$4.52M Buy
19,680
+707
+4% +$162K 2.01% 10
2024
Q1 		$4.47M Sell
18,973
-537
-3% -$120K 2.04% 11
2023
Q4 		$4.28M Sell
19,510
-4,118
-17% -$823K 2.06% 11
2023
Q3 		$4.6M Sell
23,628
-663
-3% -$135K 2.34% 8
2023
Q2 		$5M Sell
24,291
-101
-0.4% -$19.6K 2.46% 8
2023
Q1 		$4.75M Sell
24,392
-12
-0% -$2.3K 2.44% 9
2022
Q4 		$4.39M Buy
24,404
+2,946
+14% +$534K 2.14% 10
2022
Q3 		$3.66M Sell
21,458
-301
-1% -$57K 2.4% 8
2022
Q2 		$3.82M Buy
21,759
+217
+1% +$42K 2.56% 8
2022
Q1 		$4.8M Sell
21,542
-3,309
-13% -$730K 3.06% 6
2021
Q4 		$6.33M Buy
24,851
+3,841
+18% +$968K 4.05% 3
2021
Q3 		$4.96M Sell
21,010
-57,030
-73% -$13.8M 3.62% 3
2021
Q2 		$5.12M Buy
78,040
+55,727
+250% +$12.5M 3.84% 3
2021
Q1 		$4.79M Sell
22,313
-699
-3% -$152K 3.97% 3
2020
Q4 		$4.88M Buy
+23,012
New +$4.53M 4.63% 3

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Eclectic Associates's VOT Position: Q2 2026 in Review

Eclectic Associates increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.5% in Q2 2026, buying an estimated $171K and bringing the position to 24,445 shares worth $7.49M. The position accounts for 0.85% of the portfolio, ranked #27.

Eclectic Associates first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Eclectic Associates held 24,445 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $7.49M as of Q2 2026.
  • Eclectic Associates bought 592 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $171K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.85% of Eclectic Associates's portfolio in Q2 2026, its #27 holding.
  • Eclectic Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Eclectic Associates's 13F filing for Q2 2026, filed 7 Jul 2026.