L. Roy Papp & Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

L. Roy Papp & 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	$330K	Hold	1,077	–	–	0.03%	159
2026 Q1	$277K	Hold	1,077	–	–	0.03%	160
2025 Q4	$301K	Sell	1,077 -1,123	-51%	-$321K	0.03%	158
2025 Q3	$646K	Hold	2,200	–	–	0.07%	116
2025 Q2	$626K	Buy	2,200 +9	+0.4%	+$2.32K	0.07%	117
2025 Q1	$536K	Hold	2,191	–	–	0.07%	123
2024 Q4	$556K	Hold	2,191	–	–	0.06%	122
2024 Q3	$533K	Buy	2,191 +1	+0%	+$233	0.06%	120
2024 Q2	$503K	Sell	2,190 -240	-10%	-$55K	0.06%	120
2024 Q1	$573K	Hold	2,430	–	–	0.07%	115
2023 Q4	$533K	Sell	2,430 -271	-10%	-$54.2K	0.07%	115
2023 Q3	$526K	Hold	2,701	–	–	0.07%	111
2023 Q2	$556K	Hold	2,701	–	–	0.07%	115
2023 Q1	$526K	Hold	2,701	–	–	0.07%	116
2022 Q4	$485K	Sell	2,701 -473	-15%	-$85.7K	0.07%	117
2022 Q3	$541K	Buy	3,174 +1	+0%	+$189	0.08%	115
2022 Q2	$557K	Hold	3,173	–	–	0.08%	114
2022 Q1	$707K	Buy	3,173 +135	+4%	+$29.8K	0.09%	115
2021 Q4	$774K	Sell	3,038 -2,100	-41%	-$529K	0.09%	113
2021 Q3	$1.21M	Sell	5,138 -2,917	-36%	-$706K	0.15%	91
2021 Q2	$1.9M	Buy	8,055 +1	+0%	+$224	0.24%	77
2021 Q1	$1.73M	Hold	8,054	–	–	0.25%	76
2020 Q4	$1.71M	Hold	8,054	–	–	0.2%	80
2020 Q3	$1.45M	Hold	8,054	–	–	0.19%	79
2020 Q2	$1.33M	Sell	8,054 -2,192	-21%	-$331K	0.19%	84
2020 Q1	$1.3M	Sell	10,246 -18	-0.2%	-$2.73K	0.24%	80
2019 Q4	$1.63M	Hold	10,264	–	–	0.23%	77
2019 Q3	$1.52M	Buy	10,264 +19	+0.2%	+$2.85K	0.24%	83
2019 Q2	$1.53M	Buy	10,245 +630	+7%	+$91.9K	0.24%	79
2019 Q1	$1.37M	Hold	9,615	–	–	0.25%	74
2018 Q4	$1.15M	Sell	9,615 -1,183	-11%	-$152K	0.24%	75
2018 Q3	$1.54M	Sell	10,798 -246	-2%	-$34.5K	0.27%	69
2018 Q2	$1.48M	Buy	11,044 +132	+1%	+$17.5K	0.28%	67
2018 Q1	$1.41M	Sell	10,912 -132	-1%	-$17.3K	0.27%	68
2017 Q4	$1.41M	Buy	+11,044	New	+$1.39M	0.28%	67
2017 Q3	–	Sell	-11,043	Closed	-$1.3M	–	144
2017 Q2	$1.3M	Buy	+11,043	New	+$1.28M	0.28%	70
2017 Q1	–	Sell	-11,212	Closed	-$1.19M	–	154
2016 Q4	$1.19M	Hold	11,212	–	–	0.27%	72
2016 Q3	$1.19M	Hold	11,212	–	–	0.28%	70
2016 Q2	$1.14M	Hold	11,212	–	–	0.27%	76
2016 Q1	$1.12M	Buy	11,212 +1,070	+11%	+$99.8K	0.27%	76
2015 Q4	$1.01M	Hold	10,142	–	–	0.25%	77
2015 Q3	$987K	Hold	10,142	–	–	0.24%	75
2015 Q2	$1.08M	Hold	10,142	–	–	0.25%	79
2015 Q1	$1.1M	Hold	10,142	–	–	0.24%	79
2014 Q4	$1.03M	Hold	10,142	–	–	0.23%	84
2014 Q3	$976K	Hold	10,142	–	–	0.23%	82
2014 Q2	$977K	Hold	10,142	–	–	0.22%	81
2014 Q1	$939K	Sell	10,142 -422	-4%	-$38.6K	0.22%	82
2013 Q4	$953K	Hold	10,564	–	–	0.21%	79
2013 Q3	$900K	Sell	10,564 -200	-2%	-$16.6K	0.21%	80
2013 Q2	$841K	Buy	+10,764	New	+$839K	0.21%	82

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

L. Roy Papp & Associates's VOT Position: Q2 2026 in Review

L. Roy Papp & Associates held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,077 shares worth $330K. The position accounts for 0.03% of the portfolio, ranked #159.

L. Roy Papp & Associates first reported a position in VOT in Q2 2013 and has held it in 51 quarters since. The position peaked at $1.9M in Q2 2021. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

L. Roy Papp & Associates held 1,077 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $330K as of Q2 2026.
L. Roy Papp & Associates left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of L. Roy Papp & Associates's portfolio in Q2 2026, its #159 holding.
L. Roy Papp & Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 51 quarters since.
L. Roy Papp & Associates's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.9M in Q2 2021.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on L. Roy Papp & Associates's 13F filing for Q2 2026, filed 23 Jul 2026.