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

Florida Financial 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	$314K	Buy	1,026 +58	+6%	+$16.7K	0.05%	270
2026 Q1	$249K	Sell	968 -153	-14%	-$42K	0.06%	279
2025 Q4	$313K	Sell	1,121 -348	-24%	-$99.6K	0.09%	207
2025 Q3	$432K	Sell	1,469 -134	-8%	-$38.7K	0.13%	164
2025 Q2	$456K	Buy	1,603 +245	+18%	+$63.2K	0.15%	149
2025 Q1	$332K	Buy	1,358 +10	+0.7%	+$2.6K	0.13%	157
2024 Q4	$342K	Sell	1,348 -111	-8%	-$28.6K	0.15%	136
2024 Q3	$355K	Sell	1,459 -77	-5%	-$17.9K	0.18%	105
2024 Q2	$353K	Buy	1,536 +27	+2%	+$6.19K	0.21%	84
2024 Q1	$356K	Buy	+1,509	New	+$338K	0.26%	69

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

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

Florida Financial Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6% in Q2 2026, buying an estimated $16.7K and bringing the position to 1,026 shares worth $314K. The position accounts for 0.05% of the portfolio, ranked #270.

Florida Financial Advisors first reported a position in VOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $456K in Q2 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Florida Financial Advisors held 1,026 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $314K as of Q2 2026.
Florida Financial Advisors bought 58 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $16.7K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Florida Financial Advisors's portfolio in Q2 2026, its #270 holding.
Florida Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Florida Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $456K in Q2 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Florida Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.