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HORAN Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

HORAN Wealth’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
Q1 		$238K Buy
+854
New +$234K 0.02% 178
2025
Q4 		– Sell
-855
Closed -$251K – 200
2025
Q3 		$251K Buy
+855
New +$247K 0.04% 171

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

HORAN Wealth's VOT Position: Q1 2026 in Review

HORAN Wealth opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2026: 854 shares worth $238K. The stake represents 0.02% of the portfolio and ranks #178 among its holdings. This is a return to the name: HORAN Wealth previously reported a position in VOT as recently as Q3 2025.

HORAN Wealth first reported a position in VOT in Q3 2025 and has held it in 2 quarters since. The position peaked at $251K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • HORAN Wealth held 854 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $238K as of Q1 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new HORAN Wealth position in Q1 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of HORAN Wealth's portfolio in Q1 2026, its #178 holding.
  • HORAN Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • HORAN Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $251K in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on HORAN Wealth's 13F filing for Q1 2026, filed 8 May 2026.