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Regatta Research & Money Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Regatta Research & Money 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 		$34.9K Buy
+114
New +$32.9K 0.03% 317

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Regatta Research & Money Management's VOT Position: Q2 2026 in Review

Regatta Research & Money Management opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 114 shares worth $34.9K. The stake represents 0.03% of the portfolio and ranks #317 among its holdings.

924 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Regatta Research & Money Management held 114 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $34.9K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Regatta Research & Money Management position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Regatta Research & Money Management's portfolio in Q2 2026, its #317 holding.
  • 924 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Regatta Research & Money Management's 13F filing for Q2 2026, filed 12 Aug 2026.