FC Advisory’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

FC Advisory’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	$1.52M	Sell	4,973 -153	-3%	-$44.1K	0.4%	41
2026 Q1	$1.32M	Sell	5,126 -207	-4%	-$56.8K	0.39%	44
2025 Q4	$1.49M	Buy	5,333 +72	+1%	+$20.6K	0.43%	40
2025 Q3	$1.55M	Buy	5,261 +240	+5%	+$69.2K	0.45%	39
2025 Q2	$1.43M	Buy	5,021 +80	+2%	+$20.6K	0.44%	37
2025 Q1	$1.21M	Buy	4,941 +10	+0.2%	+$2.6K	0.41%	39
2024 Q4	$1.25M	Sell	4,931 -116	-2%	-$29.9K	0.42%	39
2024 Q3	$1.23M	Buy	5,047 +14	+0.3%	+$3.26K	0.41%	39
2024 Q2	$1.16M	Buy	5,033 +3	+0.1%	+$688	0.42%	39
2024 Q1	$1.19M	Sell	5,030 -6	-0.1%	-$1.34K	0.44%	38
2023 Q4	$1.11M	Sell	5,036 -234	-4%	-$46.8K	0.43%	37
2023 Q3	$1.03M	Buy	5,270 +108	+2%	+$22.1K	0.43%	38
2023 Q2	$1.06M	Buy	5,162 +214	+4%	+$41.5K	0.43%	36
2023 Q1	$964K	Buy	4,948 +1,028	+26%	+$197K	0.43%	38
2022 Q4	$705K	Sell	3,920 -804	-17%	-$146K	0.33%	43
2022 Q3	$806K	Buy	4,724 +248	+6%	+$46.9K	0.41%	42
2022 Q2	$785K	Sell	4,476 -63	-1%	-$12.2K	0.38%	38
2022 Q1	$1.01M	Buy	4,539 +101	+2%	+$22.3K	0.44%	34
2021 Q4	$1.13M	Sell	4,438 -178	-4%	-$44.9K	0.47%	31
2021 Q3	$1.09M	Sell	4,616 -57	-1%	-$13.8K	0.49%	29
2021 Q2	$1.1M	Buy	4,673 +302	+7%	+$67.7K	0.49%	27
2021 Q1	$938K	Buy	4,371 +223	+5%	+$48.4K	0.46%	30
2020 Q4	$880K	Buy	4,148 +166	+4%	+$32.7K	0.44%	31
2020 Q3	$717K	Buy	3,982 +119	+3%	+$21K	0.4%	31
2020 Q2	$638K	Hold	3,863	–	–	0.38%	32
2020 Q1	$489K	Buy	3,863 +291	+8%	+$44.2K	0.34%	36
2019 Q4	$572K	Buy	3,572 +3	+0.1%	+$458	0.33%	36
2019 Q3	$534K	Sell	3,569 -20	-0.6%	-$3K	0.32%	35
2019 Q2	$542K	Sell	3,589 -25	-0.7%	-$3.65K	0.34%	33
2019 Q1	$516K	Buy	3,614 +99	+3%	+$13.3K	0.33%	34
2018 Q4	$421K	Buy	3,515 +6	+0.2%	+$770	0.29%	35
2018 Q3	$500K	Hold	3,509	–	–	0.31%	30
2018 Q2	$472K	Buy	3,509 +537	+18%	+$71.3K	0.31%	30
2018 Q1	$385K	Buy	2,972 +208	+8%	+$27.3K	0.25%	32
2017 Q4	$353K	Sell	2,764 -90	-3%	-$11.3K	0.23%	32
2017 Q3	$347K	Buy	2,854 +242	+9%	+$28.8K	0.23%	31
2017 Q2	$307K	Buy	+2,612	New	+$303K	0.21%	33

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

FC Advisory's VOT Position: Q2 2026 in Review

FC Advisory reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3% in Q2 2026, selling an estimated $44.1K and leaving 4,973 shares worth $1.52M. The position accounts for 0.4% of the portfolio, ranked #41.

FC Advisory first reported a position in VOT in Q2 2017 and has held it in 37 quarters since. The position peaked at $1.55M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

FC Advisory held 4,973 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.52M as of Q2 2026.
FC Advisory sold 153 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $44.1K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.4% of FC Advisory's portfolio in Q2 2026, its #41 holding.
FC Advisory first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2017 and has held it in 37 quarters since.
FC Advisory's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.55M in Q3 2025.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on FC Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.