Fortis Capital Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Fortis Capital 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	$1.86M	Sell	6,074 -682	-10%	-$197K	0.21%	84
2026 Q1	$1.74M	Sell	6,756 -160	-2%	-$43.9K	0.23%	70
2025 Q4	$1.93M	Sell	6,916 -88	-1%	-$25.2K	0.29%	50
2025 Q3	$2.06M	Buy	7,004 +123	+2%	+$35.5K	0.33%	46
2025 Q2	$1.96M	Sell	6,881 -940	-12%	-$242K	0.35%	45
2025 Q1	$1.91M	Buy	7,821 +4,461	+133%	+$1.16M	0.39%	37
2024 Q4	$799K	Buy	3,360 +825	+33%	+$212K	0.27%	77
2024 Q3	$617K	Sell	2,535 -363	-13%	-$84.5K	0.21%	90
2024 Q2	$665K	Buy	2,898 +679	+31%	+$156K	0.24%	81
2024 Q1	$523K	Sell	2,219 -773	-26%	-$173K	0.22%	81
2023 Q4	$657K	Buy	+2,992	New	+$598K	0.35%	44
2023 Q1	–	Sell	-10	Closed	-$1.8K	–	773
2022 Q4	$1.8K	Buy	+10	New	+$1.81K	﹤0.01%	580

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

Fortis Capital Advisors's VOT Position: Q2 2026 in Review

Fortis Capital Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 10% in Q2 2026, selling an estimated $197K and leaving 6,074 shares worth $1.86M. The position accounts for 0.21% of the portfolio, ranked #84.

Fortis Capital Advisors first reported a position in VOT in Q4 2022 and has held it in 12 quarters since. The position peaked at $2.06M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Fortis Capital Advisors held 6,074 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.86M as of Q2 2026.
Fortis Capital Advisors sold 682 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $197K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.21% of Fortis Capital Advisors's portfolio in Q2 2026, its #84 holding.
Fortis Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 12 quarters since.
Fortis Capital Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.06M in Q3 2025.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Fortis Capital Advisors's 13F filing for Q2 2026, filed 31 Jul 2026.