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Joseph P. Lucia & Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Joseph P. Lucia & Associates’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 		$2.89M Sell
9,434
-188
-2% -$54.2K 0.87% 34
2026
Q1 		$2.48M Sell
9,622
-407
-4% -$112K 0.89% 35
2025
Q4 		$2.8M Sell
10,029
-564
-5% -$161K 1.01% 27
2025
Q3 		$3.11M Sell
10,593
-150
-1% -$43.3K 1.17% 24
2025
Q2 		$3.06M Buy
10,743
+9
+0.1% +$2.32K 1.25% 23
2025
Q1 		$2.63M Buy
10,734
+129
+1% +$33.5K 1.2% 26
2024
Q4 		$2.69M Sell
10,605
-48
-0.5% -$12.4K 1.2% 27
2024
Q3 		$2.59M Sell
10,653
-247
-2% -$57.5K 1.19% 27
2024
Q2 		$2.5M Sell
10,900
-58
-0.5% -$13.3K 1.28% 21
2024
Q1 		$2.58M Sell
10,958
-66
-0.6% -$14.8K 1.38% 22
2023
Q4 		$2.42M Sell
11,024
-90
-0.8% -$18K 1.51% 18
2023
Q3 		$2.16M Sell
11,114
-153
-1% -$31.2K 1.51% 20
2023
Q2 		$2.32M Buy
11,267
+340
+3% +$65.9K 1.55% 19
2023
Q1 		$2.13M Sell
10,927
-87
-0.8% -$16.7K 1.48% 22
2022
Q4 		$1.98M Sell
11,014
-645
-6% -$117K 1.48% 24
2022
Q3 		$1.99M Buy
11,659
+104
+0.9% +$19.7K 1.56% 22
2022
Q2 		$2.03M Sell
11,555
-107
-0.9% -$20.7K 1.43% 22
2022
Q1 		$2.6M Sell
11,662
-409
-3% -$90.3K 1.58% 18
2021
Q4 		$3.07M Buy
12,071
+241
+2% +$60.7K 1.95% 13
2021
Q3 		$2.79M Buy
11,830
+151
+1% +$36.6K 1.66% 15
2021
Q2 		$2.76M Buy
11,679
+264
+2% +$59.2K 1.65% 14
2021
Q1 		$2.45M Buy
11,415
+548
+5% +$119K 1.09% 17
2020
Q4 		$2.31M Sell
10,867
-128
-1% -$25.2K 1.61% 15
2020
Q3 		$1.98M Buy
10,995
+390
+4% +$68.8K 1.85% 16
2020
Q2 		$1.75M Buy
10,605
+521
+5% +$78.8K 1.58% 17
2020
Q1 		$1.28M Sell
10,084
-706
-7% -$107K 1.42% 23
2019
Q4 		$1.71M Buy
10,790
+20
+0.2% +$3.05K 1.56% 22
2019
Q3 		$1.59M Sell
10,770
-674
-6% -$101K 1.64% 17
2019
Q2 		$1.71M Sell
11,444
-359,685
-97% -$52.5M 1.79% 15
2019
Q1 		$2.54K Buy
+371,129
New +$49.9M 0.19% 78

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

Joseph P. Lucia & Associates's VOT Position: Q2 2026 in Review

Joseph P. Lucia & Associates reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2% in Q2 2026, selling an estimated $54.2K and leaving 9,434 shares worth $2.89M. The position accounts for 0.87% of the portfolio, ranked #34.

Joseph P. Lucia & Associates first reported a position in VOT in Q1 2019 and has held it in 30 quarters since. The position peaked at $3.11M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Joseph P. Lucia & Associates held 9,434 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.89M as of Q2 2026.
  • Joseph P. Lucia & Associates sold 188 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $54.2K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.87% of Joseph P. Lucia & Associates's portfolio in Q2 2026, its #34 holding.
  • Joseph P. Lucia & Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
  • Joseph P. Lucia & Associates's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.11M in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Joseph P. Lucia & Associates's 13F filing for Q2 2026, filed 7 Aug 2026.