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Glass Jacobson Investment Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Glass Jacobson Investment Advisors’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 		$171K Hold
558
– – 0.05% 215
2026
Q1 		$144K Hold
558
– – 0.05% 220
2025
Q4 		$156K Buy
558
+1
+0.2% +$286 0.06% 207
2025
Q3 		$164K Hold
557
– – 0.06% 205
2025
Q2 		$158K Sell
557
-411
-42% -$106K 0.06% 191
2025
Q1 		$246K Hold
968
– – 0.08% 210
2024
Q4 		$246K Buy
968
+367
+61% +$94.5K 0.08% 210
2024
Q3 		$146K Hold
601
– – 0.05% 246
2024
Q2 		$138K Hold
601
– – 0.05% 239
2024
Q1 		$142K Hold
601
– – 0.05% 240
2023
Q4 		$132K Buy
601
+1
+0.2% +$200 0.05% 243
2023
Q3 		$117K Hold
600
– – 0.05% 243
2023
Q2 		$124K Buy
+600
New +$116K 0.06% 237
2022
Q4 		$44.9K Buy
+250
New +$45.3K 0.02% 354

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Glass Jacobson Investment Advisors's VOT Position: Q2 2026 in Review

Glass Jacobson Investment Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 558 shares worth $171K. The position accounts for 0.05% of the portfolio, ranked #215.

Glass Jacobson Investment Advisors first reported a position in VOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $246K in Q1 2025. 850 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Glass Jacobson Investment Advisors held 558 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $171K as of Q2 2026.
  • Glass Jacobson Investment Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Glass Jacobson Investment Advisors's portfolio in Q2 2026, its #215 holding.
  • Glass Jacobson Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
  • Glass Jacobson Investment Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $246K in Q1 2025.
  • 850 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Glass Jacobson Investment Advisors's 13F filing for Q2 2026, filed 30 Jul 2026.