Johnson Financial Group Inc (Wisconsin)’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Johnson Financial Group Inc (Wisconsin)’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	$28.5K	Sell	93 -20	-18%	-$5.77K	﹤0.01%	531
2026 Q1	$29.1K	Hold	113	–	–	﹤0.01%	530
2025 Q4	$31.5K	Hold	113	–	–	﹤0.01%	547
2025 Q3	$33.2K	Sell	113 -154	-58%	-$44.4K	﹤0.01%	660
2025 Q2	$76K	Buy	267 +174	+187%	+$44.9K	﹤0.01%	412
2025 Q1	$22.8K	Hold	93	–	–	﹤0.01%	706
2024 Q4	$25.2K	Hold	93	–	–	﹤0.01%	568
2024 Q3	$22.6K	Hold	93	–	–	﹤0.01%	595
2024 Q2	$21.4K	Hold	93	–	–	﹤0.01%	515
2024 Q1	$21.9K	Hold	93	–	–	﹤0.01%	494
2023 Q4	$20.4K	Hold	93	–	–	﹤0.01%	552
2023 Q3	$18.1K	Hold	93	–	–	﹤0.01%	489
2023 Q2	$19.1K	Sell	93 -58	-38%	-$11.2K	﹤0.01%	498
2023 Q1	$29.4K	Buy	151 +58	+62%	+$11.1K	﹤0.01%	449
2022 Q4	$16.7K	Buy	+93	New	+$16.9K	﹤0.01%	454
2022 Q2	–	Sell	-241	Closed	-$54K	–	747
2022 Q1	$54K	Buy	241 +170	+239%	+$37.5K	﹤0.01%	427
2021 Q4	$18K	Hold	71	–	–	﹤0.01%	576
2021 Q3	$17K	Hold	71	–	–	﹤0.01%	521
2021 Q2	$17K	Hold	71	–	–	﹤0.01%	527
2021 Q1	$15K	Hold	71	–	–	﹤0.01%	527
2020 Q4	$15K	Hold	71	–	–	﹤0.01%	428
2020 Q3	$13K	Hold	71	–	–	﹤0.01%	365
2020 Q2	$12K	Sell	71 -18	-20%	-$2.72K	﹤0.01%	363
2020 Q1	$11K	Hold	89	–	–	﹤0.01%	383
2019 Q4	$14K	Hold	89	–	–	﹤0.01%	391
2019 Q3	$13K	Hold	89	–	–	﹤0.01%	434
2019 Q2	$13K	Hold	89	–	–	﹤0.01%	445
2019 Q1	$13K	Hold	89	–	–	﹤0.01%	421
2018 Q4	$11K	Hold	89	–	–	﹤0.01%	428
2018 Q3	$13K	Hold	89	–	–	﹤0.01%	435
2018 Q2	$12K	Hold	89	–	–	﹤0.01%	445
2018 Q1	$12K	Hold	89	–	–	﹤0.01%	450
2017 Q4	$11K	Buy	+89	New	+$11.2K	﹤0.01%	482

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

Johnson Financial Group Inc (Wisconsin)'s VOT Position: Q2 2026 in Review

Johnson Financial Group Inc (Wisconsin) reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 18% in Q2 2026, selling an estimated $5.77K and leaving 93 shares worth $28.5K. The position accounts for ﹤0.01% of the portfolio, ranked #531.

Johnson Financial Group Inc (Wisconsin) first reported a position in VOT in Q4 2017 and has held it in 33 quarters since. The position peaked at $76K in Q2 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Johnson Financial Group Inc (Wisconsin) held 93 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $28.5K as of Q2 2026.
Johnson Financial Group Inc (Wisconsin) sold 20 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.77K.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Johnson Financial Group Inc (Wisconsin)'s portfolio in Q2 2026, its #531 holding.
Johnson Financial Group Inc (Wisconsin) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 33 quarters since.
Johnson Financial Group Inc (Wisconsin)'s Vanguard Morningstar Mid-Cap Growth ETF position peaked at $76K in Q2 2025.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Johnson Financial Group Inc (Wisconsin)'s 13F filing for Q2 2026, filed 10 Aug 2026.