LPL Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $280M | Buy |
915,170
+14,182
| +2% | +$4.09M | 0.06% | 307 |
|
|
2026
Q1 | $232M | Buy |
900,988
+24,587
| +3% | +$6.75M | 0.06% | 303 |
|
|
2025
Q4 | $245M | Buy |
876,401
+55,656
| +7% | +$15.9M | 0.07% | 279 |
|
|
2025
Q3 | $241M | Buy |
820,745
+77,241
| +10% | +$22.3M | 0.07% | 270 |
|
|
2025
Q2 | $211M | Buy |
743,504
+69,347
| +10% | +$17.9M | 0.07% | 270 |
|
|
2025
Q1 | $165M | Sell |
674,157
-8,448
| -1% | -$2.2M | 0.06% | 287 |
|
|
2024
Q4 | $173M | Buy |
682,605
+66,679
| +11% | +$17.2M | 0.07% | 251 |
|
|
2024
Q3 | $150M | Sell |
615,926
-701
| -0.1% | -$163K | 0.07% | 261 |
|
|
2024
Q2 | $142M | Buy |
616,627
+11,860
| +2% | +$2.72M | 0.07% | 242 |
|
|
2024
Q1 | $143M | Buy |
604,767
+13,096
| +2% | +$2.93M | 0.08% | 233 |
|
|
2023
Q4 | $130M | Sell |
591,671
-41,494
| -7% | -$8.3M | 0.08% | 223 |
|
|
2023
Q3 | $123M | Buy |
633,165
+13,698
| +2% | +$2.8M | 0.09% | 208 |
|
|
2023
Q2 | $127M | Buy |
619,467
+101,451
| +20% | +$19.7M | 0.09% | 198 |
|
|
2023
Q1 | $101M | Buy |
518,016
+4,080
| +0.8% | +$781K | 0.08% | 234 |
|
|
2022
Q4 | $92.4M | Sell |
513,936
-829
| -0.2% | -$150K | 0.08% | 239 |
|
|
2022
Q3 | $87.8M | Buy |
514,765
+10,383
| +2% | +$1.97M | 0.08% | 219 |
|
|
2022
Q2 | $88.5M | Sell |
504,382
-944
| -0.2% | -$183K | 0.08% | 223 |
|
|
2022
Q1 | $113M | Sell |
505,326
-75,949
| -13% | -$16.8M | 0.1% | 196 |
|
|
2021
Q4 | $148M | Buy |
581,275
+24,438
| +4% | +$6.16M | 0.12% | 153 |
|
|
2021
Q3 | $132M | Buy |
556,837
+42,239
| +8% | +$10.2M | 0.12% | 155 |
|
|
2021
Q2 | $122M | Buy |
514,598
+9,075
| +2% | +$2.04M | 0.12% | 156 |
|
|
2021
Q1 | $108M | Buy |
505,523
+66,817
| +15% | +$14.5M | 0.12% | 156 |
|
|
2020
Q4 | $93M | Buy |
438,706
+54,741
| +14% | +$10.8M | 0.12% | 164 |
|
|
2020
Q3 | $69.2M | Buy |
383,965
+27,964
| +8% | +$4.93M | 0.11% | 178 |
|
|
2020
Q2 | $58.8M | Sell |
356,001
-19,259
| -5% | -$2.91M | 0.1% | 182 |
|
|
2020
Q1 | $47.5M | Sell |
375,260
-34,689
| -8% | -$5.27M | 0.1% | 174 |
|
|
2019
Q4 | $65.1M | Sell |
409,949
-3,790
| -0.9% | -$578K | 0.12% | 159 |
|
|
2019
Q3 | $61.3M | Sell |
413,739
-17,427
| -4% | -$2.61M | 0.12% | 150 |
|
|
2019
Q2 | $64.4M | Sell |
431,166
-95,574
| -18% | -$13.9M | 0.14% | 134 |
|
|
2019
Q1 | $75.2M | Sell |
526,740
-9,158
| -2% | -$1.23M | 0.17% | 115 |
|
|
2018
Q4 | $64.1M | Buy |
535,898
+14,681
| +3% | +$1.89M | 0.17% | 114 |
|
|
2018
Q3 | $74.3M | Buy |
521,217
+10,167
| +2% | +$1.42M | 0.18% | 106 |
|
|
2018
Q2 | $68.7M | Buy |
511,050
+17,218
| +3% | +$2.29M | 0.18% | 104 |
|
|
2018
Q1 | $64M | Buy |
493,832
+16,346
| +3% | +$2.15M | 0.18% | 107 |
|
|
2017
Q4 | $61M | Sell |
477,486
-3,240
| -0.7% | -$406K | 0.19% | 102 |
|
|
2017
Q3 | $58.5M | Buy |
480,726
+9,164
| +2% | +$1.09M | 0.21% | 94 |
|
|
2017
Q2 | $55.5M | Buy |
471,562
+467,810
| +12,468% | +$54.4M | 0.21% | 97 |
|
|
2017
Q1 | $422K | Sell |
3,752
-532
| -12% | -$59.1K | ﹤0.01% | 1950 |
|
|
2016
Q4 | $456K | Buy |
4,284
+766
| +22% | +$80.4K | ﹤0.01% | 1822 |
|
|
2016
Q3 | $371K | Hold |
3,518
| – | – | ﹤0.01% | 1965 |
|
|
2016
Q2 | $358K | Sell |
3,518
-864,218
| -100% | -$87.3M | ﹤0.01% | 1937 |
|
|
2016
Q1 | $86.2M | Sell |
867,736
-40,239
| -4% | -$3.75M | 0.24% | 92 |
|
|
2015
Q4 | $89.3M | Buy |
907,975
+514,563
| +131% | +$52.1M | 0.25% | 89 |
|
|
2015
Q3 | $39.6M | Buy |
393,412
+22,673
| +6% | +$2.37M | 0.22% | 97 |
|
|
2015
Q2 | $39.5M | Buy |
370,739
+9,836
| +3% | +$1.07M | 0.2% | 105 |
|
|
2015
Q1 | $38.6M | Buy |
360,903
+29,511
| +9% | +$3.07M | 0.2% | 101 |
|
|
2014
Q4 | $33.7M | Buy |
331,392
+15,505
| +5% | +$1.53M | 0.18% | 112 |
|
|
2014
Q3 | $29.9M | Sell |
315,887
-17,473
| -5% | -$1.69M | 0.18% | 121 |
|
|
2014
Q2 | $32.1M | Sell |
333,360
-9,889
| -3% | -$915K | 0.19% | 114 |
|
|
2014
Q1 | $31.8M | Sell |
343,249
-2,485
| -0.7% | -$227K | 0.2% | 111 |
|
|
2013
Q4 | $31.2M | Buy |
345,734
+14,833
| +4% | +$1.29M | 0.19% | 105 |
|
|
2013
Q3 | $28.4M | Buy |
330,901
+17,168
| +5% | +$1.42M | 0.19% | 110 |
|
|
2013
Q2 | $24.5M | Buy |
+313,733
| New | +$24.5M | 0.18% | 111 |
|
Other funds holding VOT
EWA
TI
LPL Financial's VOT Position: Q2 2026 in Review
LPL Financial increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.6% in Q2 2026, buying an estimated $4.09M and bringing the position to 915,170 shares worth $280M. The position accounts for 0.06% of the portfolio, ranked #307.
LPL Financial first reported a position in VOT in Q2 2013 and has held it in 53 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- LPL Financial held 915,170 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $280M as of Q2 2026.
- LPL Financial bought 14,182 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.09M.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of LPL Financial's portfolio in Q2 2026, its #307 holding.
- LPL Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
- 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on LPL Financial's 13F filing for Q2 2026, filed 7 Aug 2026.