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

Hexagon Capital 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 		$1.21M Sell
3,952
-26
-0.7% -$7.5K 0.17% 63
2026
Q1 		$1.02M Buy
+3,978
New +$1.09M 0.15% 63
2025
Q2 		– Sell
-4,689
Closed -$1.15M – 1672
2025
Q1 		$1.15M Sell
4,689
-79
-2% -$20.5K 0.22% 48
2024
Q4 		$1.21M Sell
4,768
-213
-4% -$54.8K 0.22% 42
2024
Q3 		$1.21M Sell
4,981
-135
-3% -$31.4K 0.24% 37
2024
Q2 		$1.17M Sell
5,116
-363
-7% -$83.2K 0.26% 32
2024
Q1 		$1.29M Sell
5,479
-876
-14% -$196K 0.29% 27
2023
Q4 		$1.4M Sell
6,355
-1,078
-15% -$216K 0.34% 20
2023
Q3 		$1.45M Sell
7,433
-473
-6% -$96.6K 0.38% 19
2023
Q2 		$1.63M Sell
7,906
-92
-1% -$17.8K 0.43% 16
2023
Q1 		$1.56M Sell
7,998
-134
-2% -$25.7K 0.44% 17
2022
Q4 		$1.46M Sell
8,132
-195
-2% -$35.3K 0.43% 17
2022
Q3 		$1.42M Sell
8,327
-85
-1% -$16.1K 0.42% 19
2022
Q2 		$1.48M Sell
8,412
-84
-1% -$16.3K 0.44% 19
2022
Q1 		$1.89M Buy
8,496
+188
+2% +$41.5K 0.5% 17
2021
Q4 		$2.12M Buy
8,308
+201
+2% +$50.7K 0.55% 16
2021
Q3 		$1.92M Buy
8,107
+71
+0.9% +$17.2K 0.56% 16
2021
Q2 		$1.9M Buy
8,036
+329
+4% +$73.8K 0.53% 15
2021
Q1 		$1.65M Sell
7,707
-96
-1% -$20.8K 0.45% 18
2020
Q4 		$1.65M Sell
7,803
-33
-0.4% -$6.5K 0.49% 16
2020
Q3 		$1.42M Buy
+7,836
New +$1.38M 0.45% 15

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

Hexagon Capital Partners's VOT Position: Q2 2026 in Review

Hexagon Capital Partners reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.65% in Q2 2026, selling an estimated $7.5K and leaving 3,952 shares worth $1.21M. The position accounts for 0.17% of the portfolio, ranked #63.

Hexagon Capital Partners first reported a position in VOT in Q3 2020 and has held it in 21 quarters since. The position peaked at $2.12M in Q4 2021. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Hexagon Capital Partners held 3,952 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.21M as of Q2 2026.
  • Hexagon Capital Partners sold 26 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $7.5K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.17% of Hexagon Capital Partners's portfolio in Q2 2026, its #63 holding.
  • Hexagon Capital Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2020 and has held it in 21 quarters since.
  • Hexagon Capital Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.12M in Q4 2021.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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