JFS Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

JFS Wealth Advisors’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	$710K	Hold	2,319	–	–	0.04%	208
2026 Q1	$597K	Buy	2,319 +562	+32%	+$154K	0.03%	211
2025 Q4	$490K	Buy	1,757 +364	+26%	+$104K	0.03%	231
2025 Q3	$409K	Hold	1,393	–	–	0.02%	245
2025 Q2	$396K	Buy	1,393 +184	+15%	+$47.4K	0.03%	230
2025 Q1	$296K	Buy	1,209 +224	+23%	+$58.2K	0.02%	261
2024 Q4	$250K	Hold	985	–	–	0.02%	271
2024 Q3	$240K	Sell	985 -9	-0.9%	-$2.1K	0.02%	270
2024 Q2	$228K	Hold	994	–	–	0.02%	226
2024 Q1	$234K	Hold	994	–	–	0.02%	231
2023 Q4	$218K	Hold	994	–	–	0.02%	224
2023 Q3	$194K	Hold	994	–	–	0.02%	226
2023 Q2	$205K	Hold	994	–	–	0.02%	214
2023 Q1	$194K	Hold	994	–	–	0.02%	220
2022 Q4	$179K	Hold	994	–	–	0.02%	224
2022 Q3	$170K	Hold	994	–	–	0.02%	230
2022 Q2	$174K	Hold	994	–	–	0.02%	229
2022 Q1	$221K	Hold	994	–	–	0.02%	217
2021 Q4	$253K	Hold	994	–	–	0.02%	207
2021 Q3	$235K	Buy	994 +980	+7,000%	+$237K	0.02%	204
2021 Q2	$3K	Hold	14	–	–	﹤0.01%	537
2021 Q1	$3K	Hold	14	–	–	﹤0.01%	527
2020 Q4	$3K	Hold	14	–	–	﹤0.01%	518
2020 Q3	$3K	Buy	+14	New	+$2.47K	﹤0.01%	493
2018 Q4	–	Sell	-72	Closed	-$10K	–	537
2018 Q3	$10K	Buy	+72	New	+$10.1K	﹤0.01%	409

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

JFS Wealth Advisors's VOT Position: Q2 2026 in Review

JFS Wealth Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 2,319 shares worth $710K. The position accounts for 0.04% of the portfolio, ranked #208.

JFS Wealth Advisors first reported a position in VOT in Q3 2018 and has held it in 25 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

JFS Wealth Advisors held 2,319 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $710K as of Q2 2026.
JFS Wealth Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of JFS Wealth Advisors's portfolio in Q2 2026, its #208 holding.
JFS Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2018 and has held it in 25 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on JFS Wealth Advisors's 13F filing for Q2 2026, filed 10 Jul 2026.