GP
VOT icon

Geneva Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Geneva Partners’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 		$1.08M Sell
3,527
-184
-5% -$53.1K 0.29% 47
2026
Q1 		$955K Sell
3,711
-2,386
-39% -$655K 0.46% 38
2025
Q4 		$1.7M Sell
6,097
-177
-3% -$50.7K 0.61% 38
2025
Q3 		$1.84M Buy
6,274
+565
+10% +$163K 0.67% 38
2025
Q2 		$1.62M Buy
5,709
+22
+0.4% +$5.67K 0.64% 39
2025
Q1 		$1.39M Buy
5,687
+43
+0.8% +$11.2K 0.72% 33
2024
Q4 		$1.43M Buy
5,644
+218
+4% +$56.1K 0.58% 36
2024
Q3 		$1.32M Buy
5,426
+81
+2% +$18.9K 0.57% 40
2024
Q2 		$1.23M Buy
5,345
+295
+6% +$67.7K 0.51% 43
2024
Q1 		$1.19M Buy
5,050
+893
+21% +$200K 0.53% 47
2023
Q4 		$913K Buy
4,157
+1,253
+43% +$251K 0.51% 46
2023
Q3 		$566K Buy
2,904
+1,483
+104% +$303K 0.38% 48
2023
Q2 		$292K Buy
+1,421
New +$275K 0.19% 65
2022
Q1 		– Sell
-928
Closed -$236K – 122
2021
Q4 		$236K Buy
928
+12
+1% +$3.02K 0.11% 90
2021
Q3 		$216K Sell
916
-53
-5% -$12.8K 0.1% 83
2021
Q2 		$229K Buy
+969
New +$217K 0.1% 89
2021
Q1 		– Sell
-1,042
Closed -$221K – 104
2020
Q4 		$221K Buy
+1,042
New +$205K 0.12% 90

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

Geneva Partners's VOT Position: Q2 2026 in Review

Geneva Partners reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5% in Q2 2026, selling an estimated $53.1K and leaving 3,527 shares worth $1.08M. The position accounts for 0.29% of the portfolio, ranked #47.

Geneva Partners first reported a position in VOT in Q4 2020 and has held it in 17 quarters since. The position peaked at $1.84M in Q3 2025. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Geneva Partners held 3,527 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.08M as of Q2 2026.
  • Geneva Partners sold 184 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $53.1K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.29% of Geneva Partners's portfolio in Q2 2026, its #47 holding.
  • Geneva Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 17 quarters since.
  • Geneva Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.84M in Q3 2025.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Geneva Partners's 13F filing for Q2 2026, filed 10 Aug 2026.