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

Fusion Capital’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 		$12.3M Buy
40,231
+1,822
+5% +$526K 2.86% 12
2026
Q1 		$9.88M Buy
38,409
+5,236
+16% +$1.44M 2.67% 14
2025
Q4 		$9.26M Buy
33,173
+2,977
+10% +$852K 2.6% 14
2025
Q3 		$8.81M Buy
30,196
+2,602
+9% +$751K 2.56% 13
2025
Q2 		$7.85M Buy
27,594
+1,505
+6% +$388K 2.68% 15
2025
Q1 		$6.38M Buy
26,089
+2,974
+13% +$773K 2.43% 18
2024
Q4 		$5.87M Buy
23,115
+3,724
+19% +$959K 2.36% 18
2024
Q3 		$4.72M Buy
19,391
+559
+3% +$130K 2.03% 23
2024
Q2 		$4.32M Buy
18,832
+197
+1% +$45.2K 1.97% 23
2024
Q1 		$4.39M Buy
18,635
+289
+2% +$64.7K 2.01% 23
2023
Q4 		$4.03M Buy
18,346
+93
+0.5% +$18.6K 2.06% 22
2023
Q3 		$3.56M Buy
18,253
+272
+2% +$55.5K 2% 22
2023
Q2 		$3.7M Sell
17,981
-284
-2% -$55K 2.07% 22
2023
Q1 		$3.56M Sell
18,265
-508
-3% -$97.3K 2.04% 23
2022
Q4 		$3.37M Sell
18,773
-597
-3% -$108K 1.99% 23
2022
Q3 		$3.3M Sell
19,370
-359
-2% -$68K 2.15% 22
2022
Q2 		$3.46M Sell
19,729
-23
-0.1% -$4.45K 2.14% 24
2022
Q1 		$4.4M Buy
19,752
+995
+5% +$220K 2.31% 23
2021
Q4 		$4.78M Buy
18,757
+778
+4% +$196K 2.43% 17
2021
Q3 		$4.25M Buy
17,979
+1,344
+8% +$325K 2.52% 16
2021
Q2 		$3.93M Buy
16,635
+1,398
+9% +$314K 2.36% 16
2021
Q1 		$3.27M Buy
15,237
+159
+1% +$34.5K 2.13% 25
2020
Q4 		$3.2M Buy
15,078
+701
+5% +$138K 2.3% 21
2020
Q3 		$2.59M Sell
14,377
-780
-5% -$138K 2.26% 18
2020
Q2 		$2.5M Sell
15,157
-1,054
-7% -$159K 2.4% 19
2020
Q1 		$2.05M Sell
16,211
-1,967
-11% -$299K 2.45% 19
2019
Q4 		$2.89M Buy
+18,178
New +$2.77M 2.6% 17

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

Fusion Capital's VOT Position: Q2 2026 in Review

Fusion Capital increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.7% in Q2 2026, buying an estimated $526K and bringing the position to 40,231 shares worth $12.3M. The position accounts for 2.86% of the portfolio, ranked #12.

Fusion Capital first reported a position in VOT in Q4 2019 and has held it in 27 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Fusion Capital held 40,231 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $12.3M as of Q2 2026.
  • Fusion Capital bought 1,822 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $526K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 2.86% of Fusion Capital's portfolio in Q2 2026, its #12 holding.
  • Fusion Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Fusion Capital's 13F filing for Q2 2026, filed 5 Aug 2026.