Financial Council
VOT icon

Financial Council’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Financial Council’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
Q3 		$360K Hold
1,232
– – 0.11% 68
2026
Q2 		$377K Hold
1,232
– – 0.12% 65
2026
Q1 		$317K Buy
+1,232
New +$338K 0.12% 70

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Financial Council's VOT Position: Q3 2026 in Review

Financial Council held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 1,232 shares worth $360K. The position accounts for 0.11% of the portfolio, ranked #68.

Financial Council first reported a position in VOT in Q1 2026 and has held it in 3 quarters since. The position peaked at $377K in Q2 2026. 989 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Financial Council held 1,232 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $360K as of Q3 2026.
  • Financial Council left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of Financial Council's portfolio in Q3 2026, its #68 holding.
  • Financial Council first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2026 and has held it in 3 quarters since.
  • Financial Council's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $377K in Q2 2026.
  • 989 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Financial Council's 13F filing for Q3 2026, filed 2 Nov 2026.