BFC Planning, Inc.’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

BFC Planning, Inc.’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	$2.66M	Sell	8,692 -290	-3%	-$83.7K	0.11%	196
2026 Q1	$2.31M	Sell	8,982 -182	-2%	-$49.9K	0.1%	203
2025 Q4	$2.56M	Buy	9,164 +1,859	+25%	+$532K	0.11%	173
2025 Q3	$2.15M	Sell	7,305 -308	-4%	-$88.9K	0.16%	117
2025 Q2	$2.17M	Sell	7,613 -83	-1%	-$21.4K	0.17%	113
2025 Q1	$1.88M	Sell	7,696 -540	-7%	-$140K	0.17%	116
2024 Q4	$2.09M	Buy	+8,236	New	+$2.12M	0.17%	105

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

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

BFC Planning, Inc.'s VOT Position: Q2 2026 in Review

BFC Planning, Inc. reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.2% in Q2 2026, selling an estimated $83.7K and leaving 8,692 shares worth $2.66M. The position accounts for 0.11% of the portfolio, ranked #196.

BFC Planning, Inc. first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,113 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

BFC Planning, Inc. held 8,692 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.66M as of Q2 2026.
BFC Planning, Inc. sold 290 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $83.7K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of BFC Planning, Inc.'s portfolio in Q2 2026, its #196 holding.
BFC Planning, Inc. first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,113 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on BFC Planning, Inc.'s 13F filing for Q2 2026, filed 29 Oct 2026.