Grimes & Company’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $1.21M | Buy |
3,938
+185
| +5% | +$53.4K | 0.03% | 238 |
|
|
2026
Q1 | $966K | Sell |
3,753
-980
| -21% | -$269K | 0.03% | 245 |
|
|
2025
Q4 | $1.32M | Sell |
4,733
-514
| -10% | -$147K | 0.03% | 224 |
|
|
2025
Q3 | $1.54M | Buy |
5,247
+79
| +2% | +$22.8K | 0.04% | 198 |
|
|
2025
Q2 | $1.47M | Sell |
5,168
-285
| -5% | -$73.5K | 0.04% | 182 |
|
|
2025
Q1 | $1.33M | Buy |
5,453
+6
| +0.1% | +$1.56K | 0.04% | 168 |
|
|
2024
Q4 | $1.38M | Buy |
5,447
+6
| +0.1% | +$1.54K | 0.04% | 172 |
|
|
2024
Q3 | $1.32M | Buy |
5,441
+397
| +8% | +$92.5K | 0.04% | 166 |
|
|
2024
Q2 | $1.16M | Sell |
5,044
-77
| -2% | -$17.7K | 0.03% | 166 |
|
|
2024
Q1 | $1.21M | Sell |
5,121
-84
| -2% | -$18.8K | 0.04% | 165 |
|
|
2023
Q4 | $1.14M | Sell |
5,205
-737
| -12% | -$147K | 0.04% | 162 |
|
|
2023
Q3 | $1.16M | Buy |
5,942
+864
| +17% | +$176K | 0.04% | 151 |
|
|
2023
Q2 | $1.04M | Buy |
5,078
+1
| +0% | +$194 | 0.04% | 154 |
|
|
2023
Q1 | $990K | Hold |
5,077
| – | – | 0.04% | 156 |
|
|
2022
Q4 | $913K | Buy |
5,077
+2
| +0% | +$362 | 0.04% | 163 |
|
|
2022
Q3 | $866K | Buy |
5,075
+2
| +0% | +$379 | 0.05% | 152 |
|
|
2022
Q2 | $890K | Sell |
5,073
-26
| -0.5% | -$5.03K | 0.04% | 155 |
|
|
2022
Q1 | $1.14M | Buy |
5,099
+11
| +0.2% | +$2.43K | 0.06% | 147 |
|
|
2021
Q4 | $1.3M | Buy |
5,088
+1
| +0% | +$252 | 0.06% | 144 |
|
|
2021
Q3 | $1.2M | Sell |
5,087
-2
| -0% | -$484 | 0.05% | 144 |
|
|
2021
Q2 | $1.2M | Sell |
5,089
-10
| -0.2% | -$2.24K | 0.05% | 142 |
|
|
2021
Q1 | $1.09M | Buy |
5,099
+109
| +2% | +$23.6K | 0.05% | 141 |
|
|
2020
Q4 | $1.06M | Buy |
4,990
+13
| +0.3% | +$2.56K | 0.06% | 136 |
|
|
2020
Q3 | $897K | Sell |
4,977
-1
| -0% | -$176 | 0.06% | 133 |
|
|
2020
Q2 | $822K | Sell |
4,978
-4
| -0.1% | -$605 | 0.06% | 135 |
|
|
2020
Q1 | $631K | Buy |
4,982
+9
| +0.2% | +$1.37K | 0.06% | 140 |
|
|
2019
Q4 | $790K | Buy |
4,973
+32
| +0.6% | +$4.88K | 0.05% | 150 |
|
|
2019
Q3 | $732K | Buy |
4,941
+3
| +0.1% | +$449 | 0.05% | 148 |
|
|
2019
Q2 | $737K | Sell |
4,938
-535
| -10% | -$78K | 0.06% | 143 |
|
|
2019
Q1 | $781K | Buy |
5,473
+163
| +3% | +$21.9K | 0.06% | 126 |
|
|
2018
Q4 | $636K | Sell |
5,310
-39
| -0.7% | -$5.01K | 0.06% | 133 |
|
|
2018
Q3 | $762K | Sell |
5,349
-50
| -0.9% | -$7K | 0.06% | 135 |
|
|
2018
Q2 | $726K | Buy |
5,399
+1
| +0% | +$133 | 0.06% | 134 |
|
|
2018
Q1 | $700K | Buy |
+5,398
| New | +$709K | 0.07% | 128 |
|
Other funds holding VOT
EWA
TI
Grimes & Company's VOT Position: Q2 2026 in Review
Grimes & Company increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.9% in Q2 2026, buying an estimated $53.4K and bringing the position to 3,938 shares worth $1.21M. The position accounts for 0.03% of the portfolio, ranked #238.
Grimes & Company first reported a position in VOT in Q1 2018 and has held it in 34 quarters since. The position peaked at $1.54M in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- Grimes & Company held 3,938 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.21M as of Q2 2026.
- Grimes & Company bought 185 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $53.4K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Grimes & Company's portfolio in Q2 2026, its #238 holding.
- Grimes & Company first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2018 and has held it in 34 quarters since.
- Grimes & Company's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.54M in Q3 2025.
- 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Grimes & Company's 13F filing for Q2 2026, filed 17 Jul 2026.