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Larson Financial Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Larson Financial Group’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 		$346K Buy
1,131
+82
+8% +$23.7K 0.01% 660
2026
Q1 		$270K Buy
1,049
+12
+1% +$3.29K 0.01% 632
2025
Q4 		$289K Buy
1,037
+213
+26% +$61K 0.01% 611
2025
Q3 		$242K Sell
824
-491
-37% -$142K 0.01% 643
2025
Q2 		$374K Buy
1,315
+634
+93% +$163K 0.02% 511
2025
Q1 		$167K Sell
681
-5
-0.7% -$1.3K 0.01% 665
2024
Q4 		$174K Sell
686
-344
-33% -$88.5K 0.01% 603
2024
Q3 		$251K Buy
1,030
+44
+4% +$10.2K 0.01% 520
2024
Q2 		$226K Sell
986
-35
-3% -$8.03K 0.02% 426
2024
Q1 		$241K Sell
1,021
-27
-3% -$6.05K 0.02% 358
2023
Q4 		$230K Sell
1,048
-78
-7% -$15.6K 0.02% 323
2023
Q3 		$219K Sell
1,126
-174
-13% -$35.5K 0.02% 304
2023
Q2 		$268K Sell
1,300
-53
-4% -$10.3K 0.03% 272
2023
Q1 		$264K Sell
1,353
-162
-11% -$31K 0.03% 280
2022
Q4 		$272K Buy
1,515
+937
+162% +$170K 0.03% 259
2022
Q3 		$99K Buy
578
+230
+66% +$43.5K 0.01% 359
2022
Q2 		$61K Sell
348
-78
-18% -$15.1K 0.01% 332
2022
Q1 		$95K Sell
426
-1
-0.2% -$221 0.02% 279
2021
Q4 		$109K Buy
427
+1
+0.2% +$252 0.02% 260
2021
Q3 		$101K Buy
426
+164
+63% +$39.7K 0.02% 207
2021
Q2 		$62K Buy
262
+4
+2% +$897 0.01% 243
2021
Q1 		$55K Buy
258
+162
+169% +$35.1K 0.02% 243
2020
Q4 		$20K Buy
96
+81
+540% +$16K 0.01% 376
2020
Q3 		$3K Sell
15
-18
-55% -$3.17K ﹤0.01% 573
2020
Q2 		$5K Sell
33
-3
-8% -$454 ﹤0.01% 494
2020
Q1 		$5K Buy
36
+13
+57% +$1.97K ﹤0.01% 376
2019
Q4 		$4K Buy
23
+10
+77% +$1.53K ﹤0.01% 404
2019
Q3 		$2K Sell
13
-44
-77% -$6.59K ﹤0.01% 449
2019
Q2 		$8K Buy
57
+28
+97% +$4.08K 0.01% 273
2019
Q1 		$4K Buy
29
+2
+7% +$269 ﹤0.01% 331
2018
Q4 		$3K Buy
+27
New +$3.47K ﹤0.01% 338

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

Larson Financial Group's VOT Position: Q2 2026 in Review

Larson Financial Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 7.8% in Q2 2026, buying an estimated $23.7K and bringing the position to 1,131 shares worth $346K. The position accounts for 0.01% of the portfolio, ranked #660.

Larson Financial Group first reported a position in VOT in Q4 2018 and has held it in 31 quarters since. The position peaked at $374K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Larson Financial Group held 1,131 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $346K as of Q2 2026.
  • Larson Financial Group bought 82 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $23.7K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Larson Financial Group's portfolio in Q2 2026, its #660 holding.
  • Larson Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Larson Financial Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $374K in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Larson Financial Group's 13F filing for Q2 2026, filed 14 Aug 2026.