LRI Investments’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

LRI Investments’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	$188K	Hold	615	–	–	0.02%	338
2026 Q1	$158K	Hold	615	–	–	0.01%	323
2025 Q4	$172K	Hold	615	–	–	0.01%	313
2025 Q3	$181K	Hold	615	–	–	0.01%	309
2025 Q2	$175K	Hold	615	–	–	0.01%	319
2025 Q1	$150K	Hold	615	–	–	0.01%	317
2024 Q4	$156K	Hold	615	–	–	0.02%	325
2024 Q3	$160K	Hold	615	–	–	0.02%	322
2024 Q2	$141K	Hold	615	–	–	0.02%	320
2024 Q1	$145K	Buy	+615	New	+$138K	0.04%	156

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

LRI Investments's VOT Position: Q2 2026 in Review

LRI Investments held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 615 shares worth $188K. The position accounts for 0.02% of the portfolio, ranked #338.

LRI Investments first reported a position in VOT in Q1 2024 and has held it in 10 quarters since. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

LRI Investments held 615 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $188K as of Q2 2026.
LRI Investments left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of LRI Investments's portfolio in Q2 2026, its #338 holding.
LRI Investments first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on LRI Investments's 13F filing for Q2 2026, filed 14 Jul 2026.