Howe & Rusling’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Howe & Rusling’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	$12.9K	Hold	50	–	–	﹤0.01%	421
2025 Q4	$14K	Hold	50	–	–	﹤0.01%	417
2025 Q3	$14.7K	Hold	50	–	–	﹤0.01%	404
2025 Q2	$14.2K	Hold	50	–	–	﹤0.01%	401
2025 Q1	$12.2K	Buy	50 +3	+6%	+$780	﹤0.01%	375
2024 Q4	$12K	Buy	+47	New	+$12.1K	﹤0.01%	363
2017 Q4	–	Sell	-597	Closed	-$73K	–	894
2017 Q3	$73K	Buy	+597	New	+$71.1K	0.01%	265

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Howe & Rusling's VOT Position: Q1 2026 in Review

Howe & Rusling held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 50 shares worth $12.9K. The position accounts for ﹤0.01% of the portfolio, ranked #421.

Howe & Rusling first reported a position in VOT in Q3 2017 and has held it in 7 quarters since. The position peaked at $73K in Q3 2017. 1,055 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Howe & Rusling held 50 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $12.9K as of Q1 2026.
Howe & Rusling left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Howe & Rusling's portfolio in Q1 2026, its #421 holding.
Howe & Rusling first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2017 and has held it in 7 quarters since.
Howe & Rusling's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $73K in Q3 2017.
1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Howe & Rusling's 13F filing for Q1 2026, filed 28 Apr 2026.