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Ellerson Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Ellerson Group’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 		$221K Buy
+720
New +$208K 0.13% 59
2026
Q1 		– Sell
-720
Closed -$201K – 62
2025
Q4 		$201K Sell
720
-1,050
-59% -$301K 0.14% 53
2025
Q3 		$520K Buy
+1,770
New +$511K 0.32% 36

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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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

Ellerson Group's VOT Position: Q2 2026 in Review

Ellerson Group opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 720 shares worth $221K. The stake represents 0.13% of the portfolio and ranks #59 among its holdings. This is a return to the name: Ellerson Group previously reported a position in VOT as recently as Q4 2025.

Ellerson Group first reported a position in VOT in Q3 2025 and has held it in 3 quarters since. The position peaked at $520K in Q3 2025. 693 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Ellerson Group held 720 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $221K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Ellerson Group position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.13% of Ellerson Group's portfolio in Q2 2026, its #59 holding.
  • Ellerson Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 3 quarters since.
  • Ellerson Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $520K in Q3 2025.
  • 693 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Ellerson Group's 13F filing for Q2 2026, filed 31 Jul 2026.