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

Financial Perspectives’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	$236K	Hold	770	–	–	0.06%	156
2026 Q1	$198K	Hold	770	–	–	0.06%	162
2025 Q4	$215K	Hold	770	–	–	0.06%	152
2025 Q3	$226K	Hold	770	–	–	0.06%	149
2025 Q2	$219K	Sell	770 -42	-5%	-$10.8K	0.07%	140
2025 Q1	$199K	Hold	812	–	–	0.07%	140
2024 Q4	$206K	Hold	812	–	–	0.07%	137
2024 Q3	$198K	Hold	812	–	–	0.07%	139
2024 Q2	$186K	Hold	812	–	–	0.07%	140
2024 Q1	$191K	Hold	812	–	–	0.07%	143
2023 Q4	$178K	Hold	812	–	–	0.07%	146
2023 Q3	$158K	Hold	812	–	–	0.07%	146
2023 Q2	$167K	Hold	812	–	–	0.07%	141
2023 Q1	$158K	Hold	812	–	–	0.08%	144
2022 Q4	$146K	Hold	812	–	–	0.07%	142
2022 Q3	$138K	Hold	812	–	–	0.08%	142
2022 Q2	$142K	Hold	812	–	–	0.08%	141
2022 Q1	$181K	Hold	812	–	–	0.08%	137
2021 Q4	$207K	Hold	812	–	–	0.1%	123
2021 Q3	$192K	Hold	812	–	–	0.1%	123
2021 Q2	$192K	Sell	812 -173,435	-100%	-$38.9M	0.09%	128
2021 Q1	$812K	Buy	174,247 +173,435	+21,359%	+$37.6M	0.04%	229
2020 Q4	$172K	Hold	812	–	–	0.1%	129
2020 Q3	$146K	Hold	812	–	–	0.1%	122
2020 Q2	$134K	Hold	812	–	–	0.1%	118
2020 Q1	$103K	Hold	812	–	–	0.08%	112
2019 Q4	$129K	Buy	+812	New	+$124K	0.09%	107

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

Financial Perspectives's VOT Position: Q2 2026 in Review

Financial Perspectives held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 770 shares worth $236K. The position accounts for 0.06% of the portfolio, ranked #156.

Financial Perspectives first reported a position in VOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $812K in Q1 2021. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Financial Perspectives held 770 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $236K as of Q2 2026.
Financial Perspectives left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Financial Perspectives's portfolio in Q2 2026, its #156 holding.
Financial Perspectives first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
Financial Perspectives's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $812K in Q1 2021.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Financial Perspectives's 13F filing for Q2 2026, filed 24 Jul 2026.