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Jackson Grant Investment Advisers’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Jackson Grant Investment Advisers’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 		$382K Buy
1,246
+1
+0.1% +$288 0.12% 88
2026
Q1 		$320K Buy
1,245
+3
+0.2% +$823 0.11% 93
2025
Q4 		$347K Sell
1,242
-123
-9% -$35.2K 0.11% 92
2025
Q3 		$401K Buy
1,365
+2
+0.1% +$577 0.13% 82
2025
Q2 		$388K Hold
1,363
– – 0.14% 81
2025
Q1 		$334K Sell
1,363
-166
-11% -$43.2K 0.13% 81
2024
Q4 		$388K Buy
1,529
+3
+0.2% +$772 0.15% 73
2024
Q3 		$372K Buy
1,526
+2
+0.1% +$466 0.14% 77
2024
Q2 		$350K Buy
1,524
+3
+0.2% +$688 0.14% 77
2024
Q1 		$359K Buy
1,521
+2
+0.1% +$448 0.15% 78
2023
Q4 		$334K Buy
1,519
+4
+0.3% +$800 0.15% 79
2023
Q3 		$295K Buy
1,515
+2
+0.1% +$408 0.14% 79
2023
Q2 		$311K Buy
1,513
+2
+0.1% +$388 0.14% 79
2023
Q1 		$294K Sell
1,511
-29
-2% -$5.55K 0.14% 80
2022
Q4 		$277K Buy
1,540
+4
+0.3% +$725 0.13% 80
2022
Q3 		$262K Buy
1,536
+3
+0.2% +$568 0.14% 79
2022
Q2 		$269K Buy
1,533
+2
+0.1% +$387 0.13% 82
2022
Q1 		$341K Buy
+1,531
New +$338K 0.14% 82
2021
Q4 		– Sell
-1,527
Closed -$361K – 331
2021
Q3 		$361K Buy
1,527
+1
+0.1% +$242 0.16% 80
2021
Q2 		$361K Buy
1,526
+1
+0.1% +$224 0.16% 78
2021
Q1 		$327K Buy
1,525
+1
+0.1% +$217 0.15% 78
2020
Q4 		$323K Buy
1,524
+74
+5% +$14.6K 0.16% 70
2020
Q3 		$261K Buy
1,450
+5
+0.3% +$882 0.16% 71
2020
Q2 		$238K Hold
1,445
– – 0.15% 72
2020
Q1 		$183K Buy
1,445
+4
+0.3% +$607 0.14% 76
2019
Q4 		$229K Buy
1,441
+4
+0.3% +$610 0.12% 81
2019
Q3 		$213K Sell
1,437
-86
-6% -$12.9K 0.12% 84
2019
Q2 		$227K Buy
1,523
+3
+0.2% +$438 0.13% 80
2019
Q1 		$217K Sell
1,520
-111
-7% -$14.9K 0.13% 81
2018
Q4 		$195K Buy
1,631
+7
+0.4% +$899 0.14% 80
2018
Q3 		$231K Hold
1,624
– – 0.14% 79
2018
Q2 		$218K Buy
1,624
+3
+0.2% +$398 0.15% 78
2018
Q1 		$210K Buy
1,621
+2
+0.1% +$263 0.15% 79
2017
Q4 		$207K Buy
1,619
+3
+0.2% +$376 0.14% 80
2017
Q3 		$197K Buy
1,616
+4
+0.2% +$477 0.14% 75
2017
Q2 		$190K Buy
1,612
+6
+0.4% +$697 0.15% 71
2017
Q1 		$181K Buy
1,606
+4
+0.2% +$445 0.15% 70
2016
Q4 		$169K Buy
1,602
+946
+144% +$99.2K 0.14% 70
2016
Q3 		$70K Buy
656
+2
+0.3% +$212 0.06% 102
2016
Q2 		$67K Buy
654
+1
+0.2% +$101 0.06% 96
2016
Q1 		$65K Buy
653
+3
+0.5% +$280 0.06% 93
2015
Q4 		$65K Buy
+650
New +$65.8K 0.06% 94

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Jackson Grant Investment Advisers's VOT Position: Q2 2026 in Review

Jackson Grant Investment Advisers increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.08% in Q2 2026, buying an estimated $288 and bringing the position to 1,246 shares worth $382K. The position accounts for 0.12% of the portfolio, ranked #88.

Jackson Grant Investment Advisers first reported a position in VOT in Q4 2015 and has held it in 42 quarters since. The position peaked at $401K in Q3 2025. 527 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Jackson Grant Investment Advisers held 1,246 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $382K as of Q2 2026.
  • Jackson Grant Investment Advisers bought 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $288.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.12% of Jackson Grant Investment Advisers's portfolio in Q2 2026, its #88 holding.
  • Jackson Grant Investment Advisers first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2015 and has held it in 42 quarters since.
  • Jackson Grant Investment Advisers's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $401K in Q3 2025.
  • 527 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Jackson Grant Investment Advisers's 13F filing for Q2 2026, filed 31 Jul 2026.