J. M. Brown & Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

J. M. Brown & Associates’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	$1.65M	Buy	+5,385	New	+$1.55M	0.94%	26

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

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

VIA

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

J. M. Brown & Associates's VOT Position: Q2 2026 in Review

J. M. Brown & Associates opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 5,385 shares worth $1.65M. The stake represents 0.94% of the portfolio and ranks #26 among its holdings.

1,058 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

J. M. Brown & Associates held 5,385 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.65M as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new J. M. Brown & Associates position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.94% of J. M. Brown & Associates's portfolio in Q2 2026, its #26 holding.
1,058 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on J. M. Brown & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.