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

Everhart Financial 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 		$66.2M Buy
216,074
+172,004
+390% +$49.6M 4.23% 3
2026
Q1 		$11.3M Buy
44,070
+17,461
+66% +$4.79M 0.97% 17
2025
Q4 		$7.43M Buy
26,609
+2,417
+10% +$692K 0.69% 22
2025
Q3 		$7.11M Buy
24,192
+1,533
+7% +$442K 0.71% 22
2025
Q2 		$6.44M Buy
22,659
+2,376
+12% +$613K 0.74% 19
2025
Q1 		$4.96M Buy
20,283
+2,337
+13% +$608K 0.68% 19
2024
Q4 		$4.55M Buy
17,946
+714
+4% +$184K 0.94% 20
2024
Q3 		$4.2M Sell
17,232
-79
-0.5% -$18.4K 0.93% 19
2024
Q2 		$3.97M Buy
17,311
+632
+4% +$145K 1.03% 18
2024
Q1 		$3.93M Buy
16,679
+869
+5% +$195K 1.15% 15
2023
Q4 		$3.47M Buy
15,810
+432
+3% +$86.4K 1.23% 14
2023
Q3 		$3M Sell
15,378
-229
-1% -$46.8K 1.27% 15
2023
Q2 		$3.13M Buy
15,607
+1,901
+14% +$368K 1.3% 18
2023
Q1 		$2.67M Buy
13,706
+814
+6% +$156K 1.2% 18
2022
Q4 		$2.32M Buy
12,892
+56
+0.4% +$10.1K 1.16% 20
2022
Q3 		$2.19M Buy
12,836
+1,191
+10% +$225K 1.21% 21
2022
Q2 		$2.04M Sell
11,645
-1,532
-12% -$297K 1.24% 18
2022
Q1 		$2.94M Buy
13,177
+267
+2% +$58.9K 1.7% 17
2021
Q4 		$3.29M Buy
12,910
+86
+0.7% +$21.7K 1.98% 14
2021
Q3 		$3.03M Buy
12,824
+411
+3% +$99.5K 2.08% 15
2021
Q2 		$2.93M Buy
12,413
+163
+1% +$36.6K 2.02% 15
2021
Q1 		$2.63M Sell
12,250
-603
-5% -$131K 2.31% 11
2020
Q4 		$2.73M Buy
+12,853
New +$2.53M 2.52% 11

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

Everhart Financial Group's VOT Position: Q2 2026 in Review

Everhart Financial Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 390% in Q2 2026, buying an estimated $49.6M and bringing the position to 216,074 shares worth $66.2M. The position accounts for 4.23% of the portfolio, ranked #3.

Everhart Financial Group first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Everhart Financial Group held 216,074 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $66.2M as of Q2 2026.
  • Everhart Financial Group bought 172,004 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $49.6M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 4.23% of Everhart Financial Group's portfolio in Q2 2026, its #3 holding.
  • Everhart Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Everhart Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.