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VOT icon

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

Fairman 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 		$82.3K Hold
269
– – 0.06% 82
2026
Q1 		$69.1K Buy
269
+1
+0.4% +$274 0.06% 85
2025
Q4 		$74.8K Buy
268
+109
+69% +$31.2K 0.06% 89
2025
Q3 		$46.6K Buy
159
+1
+0.6% +$288 0.04% 106
2025
Q2 		$45.1K Hold
158
– – 0.04% 106
2025
Q1 		$40.1K Hold
158
– – 0.04% 108
2024
Q4 		$40.1K Hold
158
– – 0.03% 118
2024
Q3 		$38.4K Buy
158
+1
+0.6% +$233 0.03% 123
2024
Q2 		$36.1K Hold
157
– – 0.04% 123
2024
Q1 		$37.1K Hold
157
– – 0.04% 112
2023
Q4 		$34.4K Buy
+157
New +$31.4K 0.03% 124

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Fairman Group's VOT Position: Q2 2026 in Review

Fairman Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 269 shares worth $82.3K. The position accounts for 0.06% of the portfolio, ranked #82.

Fairman Group first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 716 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Fairman Group held 269 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $82.3K as of Q2 2026.
  • Fairman Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Fairman Group's portfolio in Q2 2026, its #82 holding.
  • Fairman Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 716 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Fairman Group's 13F filing for Q2 2026, filed 4 Aug 2026.