Farther Finance Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Farther Finance Advisors’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	$52.2M	Buy	170,376 +32,536	+24%	+$9.39M	0.41%	44
2026 Q1	$35.9M	Buy	137,840 +36,442	+36%	+$10M	0.34%	61
2025 Q4	$28.3M	Buy	101,398 +28,437	+39%	+$8.14M	0.3%	67
2025 Q3	$21.4M	Buy	72,961 +71,230	+4,115%	+$20.5M	0.32%	58
2025 Q2	$492K	Sell	1,731 -162	-9%	-$41.8K	0.01%	913
2025 Q1	$466K	Buy	1,893 +1,818	+2,424%	+$473K	0.01%	813
2024 Q4	$19.1K	Sell	75 -172	-70%	-$44.3K	﹤0.01%	2096
2024 Q3	$60.3K	Sell	247 -336	-58%	-$78.2K	﹤0.01%	1548
2024 Q2	$133K	Buy	583 +330	+130%	+$75.7K	0.01%	1007
2024 Q1	$59.4K	Sell	253 -110	-30%	-$24.6K	﹤0.01%	1123
2023 Q4	$79.7K	Buy	363 +323	+808%	+$64.6K	0.01%	870
2023 Q3	$7.79K	Sell	40 -13	-25%	-$2.65K	﹤0.01%	1366
2023 Q2	$10.9K	Sell	53 -11	-17%	-$2.13K	﹤0.01%	1168
2023 Q1	$12.5K	Buy	64 +1	+2%	+$191	﹤0.01%	1042
2022 Q4	$11.3K	Buy	+63	New	+$11.4K	﹤0.01%	906

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

Farther Finance Advisors's VOT Position: Q2 2026 in Review

Farther Finance Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 24% in Q2 2026, buying an estimated $9.39M and bringing the position to 170,376 shares worth $52.2M. The position accounts for 0.41% of the portfolio, ranked #44.

Farther Finance Advisors first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Farther Finance Advisors held 170,376 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $52.2M as of Q2 2026.
Farther Finance Advisors bought 32,536 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $9.39M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.41% of Farther Finance Advisors's portfolio in Q2 2026, its #44 holding.
Farther Finance Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Farther Finance Advisors's 13F filing for Q2 2026, filed 17 Jul 2026.