Fidelis Capital Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Fidelis Capital Partners’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	Sell	7,089 -84	-1%	-$24.2K	0.13%	135
2026 Q1	$1.85M	Hold	7,173	–	–	0.13%	136
2025 Q4	$2M	Sell	7,173 -1,216	-14%	-$348K	0.15%	120
2025 Q3	$2.46M	Hold	8,389	–	–	0.19%	94
2025 Q2	$2.42M	Buy	8,389 +1,839	+28%	+$474K	0.22%	82
2025 Q1	$1.61M	Sell	6,550 -447	-6%	-$116K	0.17%	109
2024 Q4	$1.89M	Buy	6,997 +3,663	+110%	+$943K	0.19%	96
2024 Q3	$823K	Buy	3,334 +1,804	+118%	+$420K	0.1%	171
2024 Q2	$335K	Hold	1,530	–	–	0.05%	269
2024 Q1	$361K	Buy	+1,530	New	+$343K	0.05%	259

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

Fidelis Capital Partners's VOT Position: Q2 2026 in Review

Fidelis Capital Partners reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.2% in Q2 2026, selling an estimated $24.2K and leaving 7,089 shares worth $2.17M. The position accounts for 0.13% of the portfolio, ranked #135.

Fidelis Capital Partners first reported a position in VOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $2.46M in Q3 2025. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Fidelis Capital Partners held 7,089 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.17M as of Q2 2026.
Fidelis Capital Partners sold 84 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $24.2K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.13% of Fidelis Capital Partners's portfolio in Q2 2026, its #135 holding.
Fidelis Capital Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Fidelis Capital Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.46M in Q3 2025.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Fidelis Capital Partners's 13F filing for Q2 2026, filed 13 Aug 2026.