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

Goelzer 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 		$774K Buy
2,527
+94
+4% +$27.1K 0.03% 201
2026
Q1 		$626K Sell
2,433
-134
-5% -$36.8K 0.03% 209
2025
Q4 		$717K Buy
2,567
+603
+31% +$173K 0.03% 185
2025
Q3 		$577K Sell
1,964
-113
-5% -$32.6K 0.03% 178
2025
Q2 		$591K Hold
2,077
– – 0.03% 178
2025
Q1 		$508K Sell
2,077
-37
-2% -$9.62K 0.03% 181
2024
Q4 		$536K Buy
2,114
+206
+11% +$53K 0.03% 175
2024
Q3 		$465K Buy
1,908
+21
+1% +$4.89K 0.03% 182
2024
Q2 		$433K Sell
1,887
-709
-27% -$163K 0.02% 181
2024
Q1 		$612K Sell
2,596
-25
-1% -$5.6K 0.03% 168
2023
Q4 		$575K Buy
2,621
+140
+6% +$28K 0.04% 170
2023
Q3 		$483K Sell
2,481
-17
-0.7% -$3.47K 0.03% 171
2023
Q2 		$514K Sell
2,498
-43
-2% -$8.33K 0.04% 176
2023
Q1 		$495K Sell
2,541
-134
-5% -$25.7K 0.04% 182
2022
Q4 		$481K Buy
+2,675
New +$485K 0.04% 189

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
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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

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

Goelzer Investment Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.9% in Q2 2026, buying an estimated $27.1K and bringing the position to 2,527 shares worth $774K. The position accounts for 0.03% of the portfolio, ranked #201.

Goelzer Investment Management first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. 768 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Goelzer Investment Management held 2,527 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $774K as of Q2 2026.
  • Goelzer Investment Management bought 94 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $27.1K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Goelzer Investment Management's portfolio in Q2 2026, its #201 holding.
  • Goelzer Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 768 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Goelzer Investment Management's 13F filing for Q2 2026, filed 15 Jul 2026.