EWM
VOT icon

Empirical Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Empirical Wealth Management’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 		$13.1M Buy
42,929
+4,127
+11% +$1.19M 0.19% 92
2026
Q1 		$9.99M Buy
38,802
+2,862
+8% +$785K 0.17% 102
2025
Q4 		$10M Buy
35,940
+1,126
+3% +$322K 0.18% 96
2025
Q3 		$10.2M Buy
34,814
+3,247
+10% +$937K 0.2% 93
2025
Q2 		$8.98M Buy
31,567
+2,362
+8% +$609K 0.2% 97
2025
Q1 		$7.14M Buy
29,205
+4,201
+17% +$1.09M 0.18% 101
2024
Q4 		$6.34M Buy
25,004
+2,408
+11% +$620K 0.17% 105
2024
Q3 		$5.5M Buy
22,596
+12,744
+129% +$2.97M 0.15% 113
2024
Q2 		$2.26M Buy
9,852
+2,114
+27% +$485K 0.07% 168
2024
Q1 		$1.82M Buy
7,738
+772
+11% +$173K 0.06% 188
2023
Q4 		$1.53M Buy
6,966
+1,818
+35% +$363K 0.05% 195
2023
Q3 		$1M Buy
5,148
+1,405
+38% +$287K 0.04% 225
2023
Q2 		$770K Buy
3,743
+660
+21% +$128K 0.03% 253
2023
Q1 		$601K Buy
3,083
+130
+4% +$24.9K 0.03% 302
2022
Q4 		$531K Buy
2,953
+234
+9% +$42.4K 0.03% 300
2022
Q3 		$464K Buy
2,719
+58
+2% +$11K 0.02% 312
2022
Q2 		$467K Sell
2,661
-285
-10% -$55.2K 0.02% 308
2022
Q1 		$656K Sell
2,946
-809
-22% -$179K 0.03% 279
2021
Q4 		$956K Buy
3,755
+2
+0.1% +$504 0.05% 231
2021
Q3 		$887K Buy
3,753
+832
+28% +$201K 0.05% 215
2021
Q2 		$690K Sell
2,921
-35
-1% -$7.85K 0.04% 238
2021
Q1 		$634K Buy
2,956
+605
+26% +$131K 0.05% 216
2020
Q4 		$499K Buy
2,351
+428
+22% +$84.3K 0.04% 250
2020
Q3 		$346K Buy
+1,923
New +$339K 0.03% 261

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
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
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Empirical Wealth Management's VOT Position: Q2 2026 in Review

Empirical Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 11% in Q2 2026, buying an estimated $1.19M and bringing the position to 42,929 shares worth $13.1M. The position accounts for 0.19% of the portfolio, ranked #92.

Empirical Wealth Management first reported a position in VOT in Q3 2020 and has held it in 24 quarters since. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Empirical Wealth Management held 42,929 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $13.1M as of Q2 2026.
  • Empirical Wealth Management bought 4,127 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.19M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.19% of Empirical Wealth Management's portfolio in Q2 2026, its #92 holding.
  • Empirical Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Empirical Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.