LM Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

LM Advisors’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	$352K	Buy	1,150 +854	+289%	+$246K	0.04%	183
2026 Q1	$1.15K	Sell	296 -25	-8%	-$6.86K	0.02%	198
2025 Q4	$1.15K	Sell	321 -829	-72%	-$237K	0.02%	197
2025 Q3	$338K	Hold	1,150	–	–	0.05%	156
2025 Q2	$327K	Hold	1,150	–	–	0.04%	149
2025 Q1	$281K	Sell	1,150 -800	-41%	-$208K	0.05%	187
2024 Q4	$495K	Hold	1,950	–	–	0.09%	136
2024 Q3	$475K	Hold	1,950	–	–	0.1%	123
2024 Q2	$448K	Buy	+1,950	New	+$447K	﹤0.01%	137
2024 Q1	–	Sell	-1,950	Closed	-$428K	–	685
2023 Q4	$428K	Buy	+1,950	New	+$390K	0.09%	127

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

LM Advisors's VOT Position: Q2 2026 in Review

LM Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 289% in Q2 2026, buying an estimated $246K and bringing the position to 1,150 shares worth $352K. The position accounts for 0.04% of the portfolio, ranked #183.

LM Advisors first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $495K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

LM Advisors held 1,150 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $352K as of Q2 2026.
LM Advisors bought 854 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $246K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of LM Advisors's portfolio in Q2 2026, its #183 holding.
LM Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
LM Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $495K in Q4 2024.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on LM Advisors's 13F filing for Q2 2026, filed 12 Aug 2026.