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Lowery Thomas LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Lowery Thomas LLC’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 		$2.28M Buy
7,445
+46
+0.6% +$13.3K 1.11% 25
2026
Q1 		$1.9M Buy
7,399
+95
+1% +$26.1K 1.09% 26
2025
Q4 		$2.04M Buy
7,304
+105
+1% +$30.1K 1.15% 25
2025
Q3 		$2.12M Buy
7,199
+102
+1% +$29.4K 1.22% 24
2025
Q2 		$2.02M Sell
7,097
-315
-4% -$81.2K 1.29% 24
2025
Q1 		$1.81M Sell
7,412
-173
-2% -$45K 1.24% 24
2024
Q4 		$1.92M Buy
7,585
+52
+0.7% +$13.4K 1.26% 24
2024
Q3 		$1.83M Buy
7,533
+452
+6% +$105K 1.24% 23
2024
Q2 		$1.63M Buy
7,081
+185
+3% +$42.4K 1.19% 20
2024
Q1 		$1.63M Buy
6,896
+521
+8% +$117K 1.24% 20
2023
Q4 		$1.4M Buy
6,375
+1,754
+38% +$351K 1.2% 22
2023
Q3 		$900K Buy
4,621
+1,649
+55% +$337K 0.86% 28
2023
Q2 		$612K Buy
2,972
+325
+12% +$63K 0.6% 33
2023
Q1 		$516K Sell
2,647
-557
-17% -$107K 0.57% 31
2022
Q4 		$576K Buy
3,204
+508
+19% +$92K 0.69% 26
2022
Q3 		$460K Sell
2,696
-25
-0.9% -$4.73K 0.54% 33
2022
Q2 		$477K Buy
2,721
+804
+42% +$156K 0.46% 33
2022
Q1 		$427K Buy
1,917
+1,065
+125% +$235K 0.33% 41
2021
Q4 		$217K Buy
+852
New +$215K 0.15% 46

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

Lowery Thomas LLC's VOT Position: Q2 2026 in Review

Lowery Thomas LLC increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.62% in Q2 2026, buying an estimated $13.3K and bringing the position to 7,445 shares worth $2.28M. The position accounts for 1.11% of the portfolio, ranked #25.

Lowery Thomas LLC first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Lowery Thomas LLC held 7,445 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.28M as of Q2 2026.
  • Lowery Thomas LLC bought 46 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $13.3K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.11% of Lowery Thomas LLC's portfolio in Q2 2026, its #25 holding.
  • Lowery Thomas LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Lowery Thomas LLC's 13F filing for Q2 2026, filed 29 Jul 2026.