LIM
VOT icon

Leavell Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Leavell Investment Management’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 		$9.42M Buy
30,742
+3,187
+12% +$919K 0.34% 74
2026
Q1 		$7.09M Buy
27,555
+602
+2% +$165K 0.29% 87
2025
Q4 		$7.52M Buy
26,953
+339
+1% +$97K 0.31% 76
2025
Q3 		$7.83M Buy
26,614
+1,485
+6% +$428K 0.33% 67
2025
Q2 		$7.16M Buy
25,129
+939
+4% +$242K 0.32% 72
2025
Q1 		$5.92M Buy
24,190
+532
+2% +$138K 0.29% 84
2024
Q4 		$6M Buy
23,658
+553
+2% +$142K 0.29% 82
2024
Q3 		$5.63M Buy
23,105
+395
+2% +$92K 0.28% 85
2024
Q2 		$5.22M Buy
22,710
+449
+2% +$103K 0.29% 87
2024
Q1 		$5.25M Buy
22,261
+1,867
+9% +$418K 0.3% 83
2023
Q4 		$4.48M Buy
20,394
+2,909
+17% +$582K 0.28% 92
2023
Q3 		$3.41M Sell
17,485
-1,012
-5% -$207K 0.24% 106
2023
Q2 		$3.81M Sell
18,497
-431
-2% -$83.5K 0.26% 101
2023
Q1 		$3.69M Buy
18,928
+1,814
+11% +$347K 0.26% 103
2022
Q4 		$3.08M Sell
17,114
-1,622
-9% -$294K 0.23% 114
2022
Q3 		$3.19M Buy
18,736
+537
+3% +$102K 0.25% 108
2022
Q2 		$3.19M Sell
18,199
-420
-2% -$81.3K 0.24% 110
2022
Q1 		$4.15M Buy
18,619
+1,111
+6% +$245K 0.29% 98
2021
Q4 		$4.46M Buy
17,508
+4,475
+34% +$1.13M 0.3% 89
2021
Q3 		$3.08M Buy
13,033
+1,617
+14% +$391K 0.23% 114
2021
Q2 		$2.45M Hold
11,416
– – 0.2% 128
2021
Q1 		$2.45M Sell
11,416
-426
-4% -$92.4K 0.2% 128
2020
Q4 		$2.51M Sell
11,842
-11,198
-49% -$2.21M 0.22% 119
2020
Q3 		$4.15M Buy
23,040
+599
+3% +$106K 0.36% 78
2020
Q2 		$3.71M Buy
22,441
+16,266
+263% +$2.46M 0.36% 85
2020
Q1 		$782K Buy
6,175
+419
+7% +$63.6K 0.09% 180
2019
Q4 		$914K Buy
5,756
+1,133
+25% +$173K 0.09% 195
2019
Q3 		$685K Buy
4,623
+107
+2% +$16K 0.07% 224
2019
Q2 		$675K Sell
4,516
-23
-0.5% -$3.35K 0.07% 229
2019
Q1 		$649K Sell
4,539
-303
-6% -$40.8K 0.07% 226
2018
Q4 		$580K Sell
4,842
-230
-5% -$29.5K 0.07% 223
2018
Q3 		$724K Buy
5,072
+775
+18% +$109K 0.08% 219
2018
Q2 		$578K Buy
4,297
+345
+9% +$45.8K 0.07% 236
2018
Q1 		$512K Buy
3,952
+70
+2% +$9.2K 0.06% 252
2017
Q4 		$496K Buy
3,882
+387
+11% +$48.5K 0.06% 258
2017
Q3 		$426K Sell
3,495
-120
-3% -$14.3K 0.05% 268
2017
Q2 		$425K Sell
3,615
-123
-3% -$14.3K 0.05% 271
2017
Q1 		$422K Buy
3,738
+559
+18% +$62.1K 0.05% 261
2016
Q4 		$336K Buy
3,179
+394
+14% +$41.3K 0.05% 287
2016
Q3 		$296K Buy
+2,785
New +$295K 0.04% 308

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

Leavell Investment Management's VOT Position: Q2 2026 in Review

Leavell Investment Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 12% in Q2 2026, buying an estimated $919K and bringing the position to 30,742 shares worth $9.42M. The position accounts for 0.34% of the portfolio, ranked #74.

Leavell Investment Management first reported a position in VOT in Q3 2016 and has held it in 40 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Leavell Investment Management held 30,742 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $9.42M as of Q2 2026.
  • Leavell Investment Management bought 3,187 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $919K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.34% of Leavell Investment Management's portfolio in Q2 2026, its #74 holding.
  • Leavell Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2016 and has held it in 40 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Leavell Investment Management's 13F filing for Q2 2026, filed 21 Jul 2026.