FWL Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

FWL Investment 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	$159K	Hold	518	–	–	0.03%	124
2026 Q1	$133K	Hold	518	–	–	0.03%	122
2025 Q4	$145K	Hold	518	–	–	0.03%	99
2025 Q3	$152K	Hold	518	–	–	0.04%	95
2025 Q2	$147K	Hold	518	–	–	0.05%	99
2025 Q1	$127K	Sell	518 -10	-2%	-$2.6K	0.05%	97
2024 Q4	$134K	Hold	528	–	–	0.05%	99
2024 Q3	$129K	Sell	528 -40	-7%	-$9.31K	0.05%	85
2024 Q2	$130K	Hold	568	–	–	0.07%	62
2024 Q1	$134K	Sell	568 -5	-0.9%	-$1.12K	0.07%	61
2023 Q4	$126K	Hold	573	–	–	0.07%	57
2023 Q3	$112K	Buy	+573	New	+$117K	0.07%	56
2023 Q2	–	Sell	-582	Closed	-$113K	–	76
2023 Q1	$113K	Hold	582	–	–	0.08%	52
2022 Q4	$105K	Hold	582	–	–	0.08%	70
2022 Q3	$99K	Buy	+582	New	+$110K	0.09%	42

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

FWL Investment Management's VOT Position: Q2 2026 in Review

FWL Investment Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 518 shares worth $159K. The position accounts for 0.03% of the portfolio, ranked #124.

FWL Investment Management first reported a position in VOT in Q3 2022 and has held it in 15 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

FWL Investment Management held 518 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $159K as of Q2 2026.
FWL Investment Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of FWL Investment Management's portfolio in Q2 2026, its #124 holding.
FWL Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2022 and has held it in 15 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on FWL Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.