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

Forum Financial Management’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	$300K	Sell	980 -8	-0.8%	-$2.31K	﹤0.01%	274
2026 Q1	$254K	Buy	988 +8	+0.8%	+$2.19K	﹤0.01%	279
2025 Q4	$274K	Hold	980	–	–	﹤0.01%	798
2025 Q3	$288K	Buy	980 +242	+33%	+$69.8K	﹤0.01%	768
2025 Q2	$210K	Buy	+738	New	+$190K	﹤0.01%	883

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

Forum Financial Management's VOT Position: Q2 2026 in Review

Forum Financial Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.81% in Q2 2026, selling an estimated $2.31K and leaving 980 shares worth $300K. The position accounts for ﹤0.01% of the portfolio, ranked #274.

Forum Financial Management first reported a position in VOT in Q2 2025 and has held it in 5 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Forum Financial Management held 980 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $300K as of Q2 2026.
Forum Financial Management sold 8 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.31K.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Forum Financial Management's portfolio in Q2 2026, its #274 holding.
Forum Financial Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Forum Financial Management's 13F filing for Q2 2026, filed 23 Jul 2026.