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Johnson Investment Counsel’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Johnson Investment Counsel’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 		$1.28M Buy
4,177
+624
+18% +$180K 0.01% 420
2026
Q1 		$914K Buy
3,553
+270
+8% +$74.1K 0.01% 454
2025
Q4 		$916K Buy
3,283
+176
+6% +$50.4K 0.01% 420
2025
Q3 		$913K Buy
3,107
+75
+2% +$21.6K 0.01% 446
2025
Q2 		$862K Sell
3,032
-967
-24% -$249K 0.01% 428
2025
Q1 		$978K Buy
3,999
+715
+22% +$186K 0.01% 400
2024
Q4 		$833K Sell
3,284
-200
-6% -$51.5K 0.01% 427
2024
Q3 		$848K Hold
3,484
– – 0.01% 418
2024
Q2 		$800K Sell
3,484
-656
-16% -$150K 0.01% 407
2024
Q1 		$976K Buy
4,140
+1,444
+54% +$323K 0.01% 387
2023
Q4 		$592K Buy
2,696
+377
+16% +$75.4K 0.01% 447
2023
Q3 		$452K Buy
2,319
+48
+2% +$9.8K 0.01% 481
2023
Q2 		$467K Buy
2,271
+26
+1% +$5.04K 0.01% 483
2023
Q1 		$438K Hold
2,245
– – 0.01% 486
2022
Q4 		$404K Sell
2,245
-47
-2% -$8.52K 0.01% 495
2022
Q3 		$391K Sell
2,292
-357
-13% -$67.6K 0.01% 479
2022
Q2 		$465K Buy
2,649
+24
+0.9% +$4.65K 0.01% 461
2022
Q1 		$585K Hold
2,625
– – 0.01% 438
2021
Q4 		$668K Buy
2,625
+824
+46% +$208K 0.01% 403
2021
Q3 		$426K Sell
1,801
-568
-24% -$138K 0.01% 480
2021
Q2 		$560K Buy
2,369
+138
+6% +$30.9K 0.01% 419
2021
Q1 		$479K Buy
2,231
+38
+2% +$8.24K 0.01% 432
2020
Q4 		$465K Buy
2,193
+111
+5% +$21.9K 0.01% 411
2020
Q3 		$375K Hold
2,082
– – 0.01% 428
2020
Q2 		$344K Buy
2,082
+25
+1% +$3.78K 0.01% 452
2020
Q1 		$261K Buy
+2,057
New +$312K 0.01% 474

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

Johnson Investment Counsel's VOT Position: Q2 2026 in Review

Johnson Investment Counsel increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 18% in Q2 2026, buying an estimated $180K and bringing the position to 4,177 shares worth $1.28M. The position accounts for 0.01% of the portfolio, ranked #420.

Johnson Investment Counsel first reported a position in VOT in Q1 2020 and has held it in 26 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Johnson Investment Counsel held 4,177 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.28M as of Q2 2026.
  • Johnson Investment Counsel bought 624 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $180K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Johnson Investment Counsel's portfolio in Q2 2026, its #420 holding.
  • Johnson Investment Counsel first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Johnson Investment Counsel's 13F filing for Q2 2026, filed 23 Jul 2026.