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

Evermay 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	$70.3K	Hold	230	–	–	0.01%	315
2026 Q1	$59.1K	Hold	230	–	–	0.01%	308
2025 Q4	$64.1K	Sell	230 -86	-27%	-$24.6K	0.01%	302
2025 Q3	$92.9K	Hold	316	–	–	0.01%	273
2025 Q2	$89.9K	Hold	316	–	–	0.01%	278
2025 Q1	$77.4K	Sell	316 -10	-3%	-$2.6K	0.01%	289
2024 Q4	$82.8K	Sell	326 -475	-59%	-$122K	0.01%	271
2024 Q3	$195K	Sell	801 -866	-52%	-$202K	0.03%	199
2024 Q2	$383K	Hold	1,667	–	–	0.06%	145
2024 Q1	$393K	Buy	1,667 +1,540	+1,213%	+$345K	0.06%	148
2023 Q4	$27.9K	Hold	127	–	–	0.01%	372
2023 Q3	$24.7K	Hold	127	–	–	0.01%	363
2023 Q2	$26.1K	Buy	127 +44	+53%	+$8.53K	0.01%	360
2023 Q1	$16.2K	Buy	+83	New	+$15.9K	﹤0.01%	377
2022 Q3	–	Sell	-110	Closed	-$19K	–	565
2022 Q2	$19K	Hold	110	–	–	﹤0.01%	345
2022 Q1	$25K	Hold	110	–	–	﹤0.01%	353
2021 Q4	$28K	Hold	110	–	–	0.01%	333
2021 Q3	$26K	Hold	110	–	–	0.01%	319
2021 Q2	$26K	Buy	+110	New	+$24.7K	﹤0.01%	340

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

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

Evermay Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 230 shares worth $70.3K. The position accounts for 0.01% of the portfolio, ranked #315.

Evermay Wealth Management first reported a position in VOT in Q2 2021 and has held it in 19 quarters since. The position peaked at $393K in Q1 2024. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Evermay Wealth Management held 230 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $70.3K as of Q2 2026.
Evermay Wealth Management 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 Evermay Wealth Management's portfolio in Q2 2026, its #315 holding.
Evermay Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 19 quarters since.
Evermay Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $393K in Q1 2024.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Evermay Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.