F/M Investments’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

F/M Investments’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	–	Sell	-1,862	Closed	-$479K	–	379
2026 Q1	$479K	Hold	1,862	–	–	0.03%	236
2025 Q4	$520K	Hold	1,862	–	–	0.02%	332
2025 Q3	$547K	Hold	1,862	–	–	0.02%	327
2025 Q2	$530K	Sell	1,862 -200	-10%	-$51.6K	0.02%	323
2025 Q1	$504K	Hold	2,062	–	–	0.02%	328
2024 Q4	$523K	Hold	2,062	–	–	0.02%	322
2024 Q3	$502K	Hold	2,062	–	–	0.02%	288
2024 Q2	$473K	Buy	+2,062	New	+$473K	0.02%	285

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

F/M Investments's VOT Position: Q2 2026 in Review

F/M Investments sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 1,862 shares — an estimated $479K sold.

F/M Investments first reported a position in VOT in Q2 2024 and held it in 8 quarters. The position peaked at $547K in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

F/M Investments reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
F/M Investments sold 1,862 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $479K.
F/M Investments first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and held it in 8 quarters.
F/M Investments's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $547K in Q3 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on F/M Investments's 13F filing for Q2 2026, filed 5 Aug 2026.