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

Headland 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	$343K	Hold	1,119	–	–	0.08%	43
2026 Q1	$288K	Hold	1,119	–	–	0.08%	48
2025 Q4	$312K	Hold	1,119	–	–	0.09%	49
2025 Q3	$329K	Hold	1,119	–	–	0.09%	46
2025 Q2	$318K	Hold	1,119	–	–	0.1%	41
2025 Q1	$274K	Hold	1,119	–	–	0.09%	40
2024 Q4	$284K	Buy	+1,119	New	+$288K	0.1%	41

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

Headland Capital's VOT Position: Q2 2026 in Review

Headland Capital held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,119 shares worth $343K. The position accounts for 0.08% of the portfolio, ranked #43.

Headland Capital first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Headland Capital held 1,119 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $343K as of Q2 2026.
Headland Capital left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of Headland Capital's portfolio in Q2 2026, its #43 holding.
Headland Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Headland Capital's 13F filing for Q2 2026, filed 29 Jul 2026.