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

Howland Capital Management’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	$353K	Sell	1,152 -23	-2%	-$6.63K	0.01%	237
2026 Q1	$302K	Hold	1,175	–	–	0.01%	237
2025 Q4	$328K	Hold	1,175	–	–	0.01%	228
2025 Q3	$346K	Hold	1,175	–	–	0.01%	220
2025 Q2	$335K	Sell	1,175 -150	-11%	-$38.7K	0.01%	223
2025 Q1	$324K	Hold	1,325	–	–	0.01%	226
2024 Q4	$336K	Hold	1,325	–	–	0.01%	238
2024 Q3	$323K	Hold	1,325	–	–	0.01%	240
2024 Q2	$305K	Buy	1,325 +52	+4%	+$11.9K	0.01%	236
2024 Q1	$300K	Buy	1,273 +50	+4%	+$11.2K	0.01%	231
2023 Q4	$269K	Hold	1,223	–	–	0.01%	227
2023 Q3	$238K	Hold	1,223	–	–	0.01%	229
2023 Q2	$252K	Buy	1,223 +120	+11%	+$23.3K	0.01%	235
2023 Q1	$215K	Buy	+1,103	New	+$211K	0.01%	253
2022 Q1	–	Sell	-1,045	Closed	-$266K	–	250
2021 Q4	$266K	Hold	1,045	–	–	0.01%	202
2021 Q3	$247K	Hold	1,045	–	–	0.01%	212
2021 Q2	$247K	Hold	1,045	–	–	0.01%	215
2021 Q1	$224K	Hold	1,045	–	–	0.01%	220
2020 Q4	$222K	Buy	+1,045	New	+$206K	0.01%	215

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

Howland Capital Management's VOT Position: Q2 2026 in Review

Howland Capital Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2% in Q2 2026, selling an estimated $6.63K and leaving 1,152 shares worth $353K. The position accounts for 0.01% of the portfolio, ranked #237.

Howland Capital Management first reported a position in VOT in Q4 2020 and has held it in 19 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Howland Capital Management held 1,152 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $353K as of Q2 2026.
Howland Capital Management sold 23 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.63K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Howland Capital Management's portfolio in Q2 2026, its #237 holding.
Howland Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 19 quarters since.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Howland Capital Management's 13F filing for Q2 2026, filed 13 Jul 2026.