Financial Engines Advisors
VOT icon

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

Financial Engines Advisors’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 		$4.92M Sell
16,050
-199
-1% -$57.4K 0.01% 147
2026
Q1 		$4.18M Buy
16,249
+580
+4% +$159K 0.01% 157
2025
Q4 		$4.37M Sell
15,669
-357
-2% -$102K 0.01% 157
2025
Q3 		$4.71M Sell
16,026
-1,862
-10% -$537K 0.01% 155
2025
Q2 		$5.09M Buy
17,888
+2,013
+13% +$519K 0.01% 143
2025
Q1 		$3.88M Sell
15,875
-2,173
-12% -$565K 0.01% 148
2024
Q4 		$4.58M Sell
18,048
-85
-0.5% -$21.9K 0.01% 143
2024
Q3 		$4.41M Buy
18,133
+689
+4% +$160K 0.01% 128
2024
Q2 		$4.01M Sell
17,444
-405
-2% -$92.9K 0.01% 131
2024
Q1 		$4.21M Sell
17,849
-11,150
-38% -$2.5M 0.01% 122
2023
Q4 		$6.37M Buy
28,999
+17,447
+151% +$3.49M 0.02% 92
2023
Q3 		$2.25M Sell
11,552
-140
-1% -$28.6K 0.01% 121
2023
Q2 		$2.41M Buy
11,692
+3,981
+52% +$772K 0.01% 128
2023
Q1 		$1.5M Sell
7,711
-9,571
-55% -$1.83M ﹤0.01% 154
2022
Q4 		$3.11M Buy
17,282
+10,085
+140% +$1.83M 0.01% 108
2022
Q3 		$1.23M Buy
7,197
+4,594
+176% +$870K ﹤0.01% 144
2022
Q2 		$456K Buy
2,603
+1
+0% +$194 ﹤0.01% 210
2022
Q1 		$580K Sell
2,602
-4,289
-62% -$947K ﹤0.01% 192
2021
Q4 		$1.75M Buy
6,891
+95
+1% +$23.9K ﹤0.01% 97
2021
Q3 		$1.6M Sell
6,796
-63
-0.9% -$15.3K ﹤0.01% 92
2021
Q2 		$1.62M Sell
6,859
-374
-5% -$83.9K ﹤0.01% 76
2021
Q1 		$1.55M Buy
7,233
+63
+0.9% +$13.7K ﹤0.01% 95
2020
Q4 		$1.52M Sell
7,170
-85
-1% -$16.7K 0.01% 94
2020
Q3 		$1.31M Sell
7,255
-41
-0.6% -$7.23K 0.01% 93
2020
Q2 		$1.2M Sell
7,296
-9,246
-56% -$1.4M 0.01% 95
2020
Q1 		$2.1M Buy
+16,542
New +$2.51M 0.01% 77

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Financial Engines Advisors's VOT Position: Q2 2026 in Review

Financial Engines Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.2% in Q2 2026, selling an estimated $57.4K and leaving 16,050 shares worth $4.92M. The position accounts for 0.01% of the portfolio, ranked #147.

Financial Engines Advisors first reported a position in VOT in Q1 2020 and has held it in 26 quarters since. The position peaked at $6.37M in Q4 2023. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Financial Engines Advisors held 16,050 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.92M as of Q2 2026.
  • Financial Engines Advisors sold 199 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $57.4K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Financial Engines Advisors's portfolio in Q2 2026, its #147 holding.
  • Financial Engines Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Financial Engines Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $6.37M in Q4 2023.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Financial Engines Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.