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JNBA Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

JNBA Financial 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 		$1.01M Sell
3,302
-321
-9% -$92.6K 0.08% 101
2026
Q1 		$932K Sell
3,623
-148
-4% -$40.6K 0.08% 101
2025
Q4 		$1.05M Sell
3,771
-13
-0.3% -$3.72K 0.09% 94
2025
Q3 		$1.11M Sell
3,784
-58
-2% -$16.7K 0.1% 87
2025
Q2 		$1.09M Sell
3,842
-2
-0.1% -$516 0.11% 86
2025
Q1 		$940K Hold
3,844
– – 0.1% 89
2024
Q4 		$975K Sell
3,844
-506
-12% -$130K 0.1% 89
2024
Q3 		$1.06M Sell
4,350
-381
-8% -$88.7K 0.11% 84
2024
Q2 		$1.09M Sell
4,731
-128
-3% -$29.4K 0.11% 87
2024
Q1 		$1.15M Sell
4,859
-405
-8% -$90.7K 0.12% 86
2023
Q4 		$1.16M Sell
5,264
-148
-3% -$29.6K 0.13% 90
2023
Q3 		$1.05M Sell
5,412
-146
-3% -$29.8K 0.13% 92
2023
Q2 		$1.14M Sell
5,558
-28
-0.5% -$5.43K 0.14% 89
2023
Q1 		$1.09M Sell
5,586
-158
-3% -$30.3K 0.14% 90
2022
Q4 		$1.03M Sell
5,744
-367
-6% -$66.5K 0.14% 91
2022
Q3 		$1.04M Buy
6,111
+588
+11% +$111K 0.16% 88
2022
Q2 		$969K Sell
5,523
-111
-2% -$21.5K 0.15% 89
2022
Q1 		$1.25M Sell
5,634
-305
-5% -$67.3K 0.17% 83
2021
Q4 		$1.51M Sell
5,939
-60
-1% -$15.1K 0.18% 77
2021
Q3 		$1.42M Buy
5,999
+10
+0.2% +$2.42K 0.19% 74
2021
Q2 		$1.42M Sell
5,989
-158
-3% -$35.4K 0.19% 75
2021
Q1 		$1.32M Sell
6,147
-308
-5% -$66.8K 0.19% 74
2020
Q4 		$1.37M Sell
6,455
-446
-6% -$87.8K 0.23% 68
2020
Q3 		$1.24M Sell
6,901
-167
-2% -$29.4K 0.25% 66
2020
Q2 		$1.17M Sell
7,068
-202
-3% -$30.5K 0.25% 66
2020
Q1 		$921K Buy
7,270
+52
+0.7% +$7.9K 0.22% 71
2019
Q4 		$1.15M Sell
7,218
-320
-4% -$48.8K 0.22% 69
2019
Q3 		$1.12M Sell
7,538
-312
-4% -$46.7K 0.23% 62
2019
Q2 		$1.17M Sell
7,850
-68
-0.9% -$9.92K 0.24% 58
2019
Q1 		$1.13M Sell
7,918
-60
-0.8% -$8.07K 0.24% 54
2018
Q4 		$955K Buy
7,978
+7,429
+1,353% +$954K 0.22% 58
2018
Q3 		$78K Sell
549
-9,937
-95% -$1.39M 0.04% 195
2018
Q2 		$1.41M Hold
10,486
– – 0.3% 44
2018
Q1 		$1.36M Sell
10,486
-503
-5% -$66.1K 0.29% 43
2017
Q4 		$1.4M Sell
10,989
-82
-0.7% -$10.3K 0.3% 41
2017
Q3 		$1.35M Sell
11,071
-1,208
-10% -$144K 0.3% 38
2017
Q2 		$1.45M Buy
12,279
+906
+8% +$105K 0.33% 34
2017
Q1 		$1.28M Buy
11,373
+1,094
+11% +$122K 0.3% 39
2016
Q4 		$1.09M Buy
10,279
+10,166
+8,996% +$1.07M 0.26% 41
2016
Q3 		$12K Sell
113
-8,518
-99% -$902K ﹤0.01% 975
2016
Q2 		$879K Buy
8,631
+1,123
+15% +$113K 0.25% 42
2016
Q1 		$753K Buy
7,508
+1,339
+22% +$125K 0.27% 44
2015
Q4 		$615K Buy
6,169
+5,577
+942% +$565K 0.24% 52
2015
Q3 		$58K Buy
+592
New +$61.8K 0.02% 171

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

JNBA Financial Advisors's VOT Position: Q2 2026 in Review

JNBA Financial Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 8.9% in Q2 2026, selling an estimated $92.6K and leaving 3,302 shares worth $1.01M. The position accounts for 0.08% of the portfolio, ranked #101.

JNBA Financial Advisors first reported a position in VOT in Q3 2015 and has held it in 44 quarters since. The position peaked at $1.51M in Q4 2021. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • JNBA Financial Advisors held 3,302 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.01M as of Q2 2026.
  • JNBA Financial Advisors sold 321 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $92.6K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of JNBA Financial Advisors's portfolio in Q2 2026, its #101 holding.
  • JNBA Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2015 and has held it in 44 quarters since.
  • JNBA Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.51M in Q4 2021.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on JNBA Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.