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HUB Investment Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

HUB Investment 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 		$570K Buy
1,861
+14
+0.8% +$4.04K 0.01% 659
2026
Q1 		$475K Hold
1,847
– – 0.01% 583
2025
Q4 		$516K Hold
1,847
– – 0.01% 478
2025
Q3 		$543K Sell
1,847
-67
-4% -$19.3K 0.02% 396
2025
Q2 		$544K Hold
1,914
– – 0.02% 368
2025
Q1 		$468K Hold
1,914
– – 0.02% 352
2024
Q4 		$486K Buy
1,914
+51
+3% +$13.1K 0.02% 317
2024
Q3 		$454K Hold
1,863
– – 0.02% 310
2024
Q2 		$428K Hold
1,863
– – 0.02% 309
2024
Q1 		$439K Sell
1,863
-212
-10% -$47.5K 0.02% 296
2023
Q4 		$456K Buy
2,075
+212
+11% +$42.4K 0.03% 256
2023
Q3 		$363K Hold
1,863
– – 0.05% 174
2023
Q2 		$383K Sell
1,863
-224
-11% -$43.4K 0.06% 165
2023
Q1 		$407K Buy
+2,087
New +$400K 0.08% 142
2022
Q4 		– Sell
-1,818
Closed -$310K – 195
2022
Q3 		$310K Buy
1,818
+45
+3% +$8.52K 0.09% 136
2022
Q2 		$311K Buy
1,773
+3
+0.2% +$581 0.1% 129
2022
Q1 		$394K Buy
1,770
+2
+0.1% +$441 0.09% 128
2021
Q4 		$450K Buy
1,768
+2
+0.1% +$504 0.1% 124
2021
Q3 		$417K Buy
1,766
+2
+0.1% +$484 0.1% 142
2021
Q2 		$417K Buy
+1,764
New +$396K 0.11% 130

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

HUB Investment Partners's VOT Position: Q2 2026 in Review

HUB Investment Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.76% in Q2 2026, buying an estimated $4.04K and bringing the position to 1,861 shares worth $570K. The position accounts for 0.01% of the portfolio, ranked #659.

HUB Investment Partners first reported a position in VOT in Q2 2021 and has held it in 20 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • HUB Investment Partners held 1,861 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $570K as of Q2 2026.
  • HUB Investment Partners bought 14 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.04K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of HUB Investment Partners's portfolio in Q2 2026, its #659 holding.
  • HUB Investment Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on HUB Investment Partners's 13F filing for Q2 2026, filed 31 Jul 2026.