James T. Borello’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

James T. Borello’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 Q3	$2.04K	Hold	7	–	–	﹤0.01%	918
2026 Q2	$2.14K	Hold	7	–	–	﹤0.01%	938
2026 Q1	$1.8K	Hold	7	–	–	﹤0.01%	932
2025 Q4	$1.95K	Hold	7	–	–	﹤0.01%	785
2025 Q3	$2.06K	Hold	7	–	–	﹤0.01%	719
2025 Q2	$1.99K	Hold	7	–	–	﹤0.01%	259
2025 Q1	$1.71K	Hold	7	–	–	﹤0.01%	204
2024 Q4	$1.78K	Hold	7	–	–	﹤0.01%	181
2024 Q3	$1.7K	Hold	7	–	–	﹤0.01%	168
2024 Q2	$1.61K	Hold	7	–	–	﹤0.01%	158
2024 Q1	$1.65K	Hold	7	–	–	﹤0.01%	156
2023 Q4	$1.54K	Buy	+7	New	+$1.4K	﹤0.01%	136

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

James T. Borello's VOT Position: Q3 2026 in Review

James T. Borello held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 7 shares worth $2.04K. The position accounts for ﹤0.01% of the portfolio, ranked #918.

James T. Borello first reported a position in VOT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.14K in Q2 2026. 500 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

James T. Borello held 7 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.04K as of Q3 2026.
James T. Borello left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of James T. Borello's portfolio in Q3 2026, its #918 holding.
James T. Borello first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
James T. Borello's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.14K in Q2 2026.
500 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on James T. Borello's 13F filing for Q3 2026, filed 16 Oct 2026.