Fiduciary Alliance’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Fiduciary Alliance’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	$271K	Buy	884 +84	+11%	+$24.2K	0.02%	465
2026 Q1	$222K	Buy	+800	New	+$220K	0.01%	511
2023 Q3	–	Sell	-105	Closed	-$21.6K	–	927
2023 Q2	$21.6K	Buy	+105	New	+$20.4K	﹤0.01%	432
2023 Q1	–	Sell	-105	Closed	-$18.9K	–	848
2022 Q4	$18.9K	Buy	+105	New	+$19K	﹤0.01%	321

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

Fiduciary Alliance's VOT Position: Q2 2026 in Review

Fiduciary Alliance increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 11% in Q2 2026, buying an estimated $24.2K and bringing the position to 884 shares worth $271K. The position accounts for 0.02% of the portfolio, ranked #465.

Fiduciary Alliance first reported a position in VOT in Q4 2022 and has held it in 4 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Fiduciary Alliance held 884 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $271K as of Q2 2026.
Fiduciary Alliance bought 84 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $24.2K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Fiduciary Alliance's portfolio in Q2 2026, its #465 holding.
Fiduciary Alliance first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 4 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Fiduciary Alliance's 13F filing for Q2 2026, filed 20 Jul 2026.