Everstar Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Everstar Asset 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	$498K	Hold	1,625	–	–	0.24%	117
2026 Q1	$418K	Sell	1,625 -45	-3%	-$12.3K	0.22%	124
2025 Q4	$466K	Hold	1,670	–	–	0.25%	114
2025 Q3	$491K	Hold	1,670	–	–	0.28%	115
2025 Q2	$475K	Hold	1,670	–	–	0.29%	112
2025 Q1	$409K	Sell	1,670 -760	-31%	-$198K	0.27%	118
2024 Q4	$617K	Hold	2,430	–	–	0.44%	58
2024 Q3	$592K	Buy	+2,430	New	+$566K	0.41%	70

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

Everstar Asset Management's VOT Position: Q2 2026 in Review

Everstar Asset Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,625 shares worth $498K. The position accounts for 0.24% of the portfolio, ranked #117.

Everstar Asset Management first reported a position in VOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $617K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Everstar Asset Management held 1,625 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $498K as of Q2 2026.
Everstar Asset Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.24% of Everstar Asset Management's portfolio in Q2 2026, its #117 holding.
Everstar Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Everstar Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $617K in Q4 2024.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Everstar Asset Management's 13F filing for Q2 2026, filed 3 Aug 2026.