Ken Fisher’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Ken Fisher’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 Q1	$627K	Buy	+2,437	New	+$669K	﹤0.01%	746
2025 Q4	–	Sell	-872	Closed	-$256K	–	1110
2025 Q3	$256K	Sell	872 -508	-37%	-$147K	﹤0.01%	923
2025 Q2	$392K	Buy	+1,380	New	+$356K	﹤0.01%	830
2024 Q1	–	Sell	-1,798	Closed	-$395K	–	1052
2023 Q4	$395K	Buy	1,798 +397	+28%	+$79.4K	﹤0.01%	810
2023 Q3	$273K	Buy	+1,401	New	+$286K	﹤0.01%	952
2022 Q1	–	Sell	-2,411	Closed	-$614K	–	1014
2021 Q4	$614K	Buy	+2,411	New	+$608K	﹤0.01%	726

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Ken Fisher's VOT Position: Q1 2026 in Review

Ken Fisher opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2026: 2,437 shares worth $627K. The stake represents ﹤0.01% of the portfolio and ranks #746 among its holdings. This is a return to the name: Ken Fisher previously reported a position in VOT as recently as Q3 2025.

Ken Fisher first reported a position in VOT in Q4 2021 and has held it in 6 quarters since. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Ken Fisher held 2,437 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $627K as of Q1 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Ken Fisher position in Q1 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Ken Fisher's portfolio in Q1 2026, its #746 holding.
Ken Fisher first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 6 quarters since.
1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Fisher Asset Management's 13F filing for Q1 2026, filed 5 May 2026.