FM
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Family Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Family 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 		$1.83M Sell
5,961
-17
-0.3% -$4.9K 0.19% 97
2026
Q1 		$1.54M Sell
5,978
-30
-0.5% -$8.23K 0.18% 101
2025
Q4 		$1.68M Sell
6,008
-187
-3% -$53.5K 0.21% 84
2025
Q3 		$1.82M Sell
6,195
-87
-1% -$25.1K 0.25% 81
2025
Q2 		$1.79M Sell
6,282
-567
-8% -$146K 0.27% 75
2025
Q1 		$1.68M Buy
6,849
+794
+13% +$206K 0.27% 74
2024
Q4 		$1.52M Buy
6,055
+943
+18% +$243K 0.24% 76
2024
Q3 		$1.24M Sell
5,112
-1,469
-22% -$342K 0.21% 76
2024
Q2 		$1.51M Sell
6,581
-127
-2% -$29.1K 0.27% 68
2024
Q1 		$1.58M Sell
6,708
-133
-2% -$29.8K 0.29% 67
2023
Q4 		$1.5M Sell
6,841
-319
-4% -$63.8K 0.31% 60
2023
Q3 		$1.39M Buy
7,160
+6,281
+715% +$1.28M 0.32% 56
2023
Q2 		$181K Hold
879
– – 0.04% 136
2023
Q1 		$171K Hold
879
– – 0.04% 123
2022
Q4 		$158K Hold
879
– – 0.04% 139
2022
Q3 		$150K Hold
879
– – 0.04% 136
2022
Q2 		$154K Sell
879
-466
-35% -$90.2K 0.04% 148
2022
Q1 		$300K Sell
1,345
-70
-5% -$15.5K 0.08% 129
2021
Q4 		$360K Sell
1,415
-15
-1% -$3.78K 0.09% 126
2021
Q3 		$338K Hold
1,430
– – 0.09% 126
2021
Q2 		$338K Hold
1,430
– – 0.09% 134
2021
Q1 		$307K Hold
1,430
– – 0.1% 115
2020
Q4 		$303K Hold
1,430
– – 0.1% 116
2020
Q3 		$258K Sell
1,430
-553
-28% -$97.5K 0.11% 99
2020
Q2 		$327K Buy
1,983
+833
+72% +$126K 0.13% 100
2020
Q1 		$146K Sell
1,150
-200
-15% -$30.4K 0.07% 133
2019
Q4 		$214K Sell
1,350
-685
-34% -$105K 0.07% 142
2019
Q3 		$301K Buy
+2,035
New +$305K 0.11% 106

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

Family Management's VOT Position: Q2 2026 in Review

Family Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.28% in Q2 2026, selling an estimated $4.9K and leaving 5,961 shares worth $1.83M. The position accounts for 0.19% of the portfolio, ranked #97.

Family Management first reported a position in VOT in Q3 2019 and has held it in 28 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Family Management held 5,961 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.83M as of Q2 2026.
  • Family Management sold 17 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.9K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.19% of Family Management's portfolio in Q2 2026, its #97 holding.
  • Family Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Family Management's 13F filing for Q2 2026, filed 14 Aug 2026.