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

Gryphon Financial 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 		$940K Sell
3,069
-28
-0.9% -$8.08K 0.08% 155
2026
Q1 		$797K Buy
3,097
+6
+0.2% +$1.65K 0.08% 162
2025
Q4 		$863K Buy
3,091
+9
+0.3% +$2.58K 0.09% 144
2025
Q3 		$905K Buy
3,082
+30
+1% +$8.65K 0.1% 126
2025
Q2 		$868K Hold
3,052
– – 0.11% 123
2025
Q1 		$747K Sell
3,052
-15
-0.5% -$3.9K 0.11% 123
2024
Q4 		$778K Buy
3,067
+6
+0.2% +$1.54K 0.11% 107
2024
Q3 		$745K Sell
3,061
-40
-1% -$9.31K 0.1% 124
2024
Q2 		$712K Sell
3,101
-19
-0.6% -$4.36K 0.11% 113
2024
Q1 		$736K Sell
3,120
-275
-8% -$61.6K 0.12% 109
2023
Q4 		$745K Sell
3,395
-41
-1% -$8.2K 0.13% 111
2023
Q3 		$669K Sell
3,436
-38
-1% -$7.76K 0.16% 74
2023
Q2 		$715K Sell
3,474
-45
-1% -$8.72K 0.15% 73
2023
Q1 		$686K Buy
3,519
+31
+0.9% +$5.93K 0.16% 74
2022
Q4 		$627K Buy
+3,488
New +$632K 0.15% 80
2022
Q3 		– Sell
-3,765
Closed -$660K – 239
2022
Q2 		$660K Sell
3,765
-274
-7% -$53K 0.16% 74
2022
Q1 		$900K Sell
4,039
-1,145
-22% -$253K 0.18% 62
2021
Q4 		$1.32M Buy
5,184
+3,742
+260% +$943K 0.25% 53
2021
Q3 		$341K Buy
+1,442
New +$349K 0.08% 137

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

Gryphon Financial Partners's VOT Position: Q2 2026 in Review

Gryphon Financial Partners reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.9% in Q2 2026, selling an estimated $8.08K and leaving 3,069 shares worth $940K. The position accounts for 0.08% of the portfolio, ranked #155.

Gryphon Financial Partners first reported a position in VOT in Q3 2021 and has held it in 19 quarters since. The position peaked at $1.32M in Q4 2021. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Gryphon Financial Partners held 3,069 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $940K as of Q2 2026.
  • Gryphon Financial Partners sold 28 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $8.08K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of Gryphon Financial Partners's portfolio in Q2 2026, its #155 holding.
  • Gryphon Financial Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2021 and has held it in 19 quarters since.
  • Gryphon Financial Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.32M in Q4 2021.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Gryphon Financial Partners's 13F filing for Q2 2026, filed 5 Aug 2026.