Gould Capital’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Gould Capital’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	$1.23K	Hold	4	–	–	﹤0.01%	198
2026 Q1	$1.03K	Hold	4	–	–	﹤0.01%	188
2025 Q4	$1.12K	Hold	4	–	–	﹤0.01%	187
2025 Q3	$1.18K	Hold	4	–	–	﹤0.01%	195
2025 Q2	$1.14K	Hold	4	–	–	﹤0.01%	193
2025 Q1	$979	Hold	4	–	–	﹤0.01%	193
2024 Q4	$1.01K	Hold	4	–	–	﹤0.01%	192
2024 Q3	$974	Hold	4	–	–	﹤0.01%	200
2024 Q2	$918	Buy	+4	New	+$917	﹤0.01%	198

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

Gould Capital's VOT Position: Q2 2026 in Review

Gould Capital held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 4 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #198.

Gould Capital first reported a position in VOT in Q2 2024 and has held it in 9 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Gould Capital held 4 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.23K as of Q2 2026.
Gould Capital left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Gould Capital's portfolio in Q2 2026, its #198 holding.
Gould Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Gould Capital's 13F filing for Q2 2026, filed 7 Aug 2026.