Fee-Only Financial Planning’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Fee-Only Financial Planning’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	$2.17M	Buy	7,093 +30	+0.4%	+$8.65K	1.16%	12
2026 Q1	$1.82M	Hold	7,063	–	–	1.1%	12
2025 Q4	$1.97M	Sell	7,063 -15	-0.2%	-$4.29K	1.15%	12
2025 Q3	$2.08M	Sell	7,078 -72	-1%	-$20.8K	1.21%	12
2025 Q2	$2.03M	Sell	7,150 -5	-0.1%	-$1.29K	1.26%	12
2025 Q1	$1.75M	Buy	7,155 +95	+1%	+$24.7K	1.19%	12
2024 Q4	$1.79M	Hold	7,060	–	–	1.16%	12
2024 Q3	$1.72M	Hold	7,060	–	–	1.1%	12
2024 Q2	$1.62M	Buy	7,060 +80	+1%	+$18.3K	1.09%	12
2024 Q1	$1.65M	Sell	6,980 -70	-1%	-$15.7K	1.11%	12
2023 Q4	$1.55M	Buy	7,050 +290	+4%	+$58K	1.12%	12
2023 Q3	$1.32M	Buy	6,760 +925	+16%	+$189K	1.06%	12
2023 Q2	$1.2M	Hold	5,835	–	–	0.92%	13
2023 Q1	$1.14M	Sell	5,835 -875	-13%	-$168K	0.92%	13
2022 Q4	$1.21M	Buy	+6,710	New	+$1.22M	1.01%	13

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

Fee-Only Financial Planning's VOT Position: Q2 2026 in Review

Fee-Only Financial Planning increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.42% in Q2 2026, buying an estimated $8.65K and bringing the position to 7,093 shares worth $2.17M. The position accounts for 1.16% of the portfolio, ranked #12.

Fee-Only Financial Planning first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Fee-Only Financial Planning held 7,093 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.17M as of Q2 2026.
Fee-Only Financial Planning bought 30 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.65K.
Vanguard Morningstar Mid-Cap Growth ETF made up 1.16% of Fee-Only Financial Planning's portfolio in Q2 2026, its #12 holding.
Fee-Only Financial Planning first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Fee-Only Financial Planning's 13F filing for Q2 2026, filed 29 Jul 2026.