Main Street Financial Solutions’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Main Street Financial Solutions’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	$2.27M	Sell	7,427 -531	-7%	-$153K	0.15%	136
2026 Q1	$2.05M	Sell	7,958 -222	-3%	-$60.9K	0.15%	135
2025 Q4	$2.28M	Sell	8,180 -498	-6%	-$143K	0.17%	123
2025 Q3	$2.55M	Sell	8,678 -58	-0.7%	-$16.7K	0.16%	123
2025 Q2	$2.48M	Sell	8,736 -40	-0.5%	-$10.3K	0.18%	116
2025 Q1	$2.15M	Buy	8,776 +5,816	+196%	+$1.51M	0.19%	122
2024 Q4	$751K	Sell	2,960 -6,049	-67%	-$1.56M	0.07%	211
2024 Q3	$2.19M	Sell	9,009 -80	-0.9%	-$18.6K	0.2%	104
2024 Q2	$2.09M	Buy	9,089 +1,606	+21%	+$368K	0.2%	104
2024 Q1	$1.76M	Buy	7,483 +389	+5%	+$87.1K	0.19%	111
2023 Q4	$1.56M	Sell	7,094 -406	-5%	-$81.2K	0.2%	103
2023 Q3	$1.46M	Sell	7,500 -265	-3%	-$54.1K	0.21%	105
2023 Q2	$1.6M	Buy	7,765 +15	+0.2%	+$2.91K	0.22%	103
2023 Q1	$1.51M	Buy	7,750 +21	+0.3%	+$4.02K	0.22%	101
2022 Q4	$1.39M	Sell	7,729 -465	-6%	-$84.3K	0.22%	103
2022 Q3	$1.4M	Sell	8,194 -883	-10%	-$167K	0.23%	97
2022 Q2	$1.59M	Sell	9,077 -68	-0.7%	-$13.2K	0.21%	101
2022 Q1	$2.04M	Sell	9,145 -167	-2%	-$36.9K	0.3%	79
2021 Q4	$2.37M	Buy	9,312 +282	+3%	+$71.1K	0.34%	65
2021 Q3	$2.13M	Sell	9,030 -115	-1%	-$27.8K	0.33%	67
2021 Q2	$2.16M	Buy	9,145 +292	+3%	+$65.5K	0.35%	66
2021 Q1	$1.9M	Buy	8,853 +254	+3%	+$55.1K	0.34%	67
2020 Q4	$1.82M	Buy	+8,599	New	+$1.69M	0.37%	63

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

Main Street Financial Solutions's VOT Position: Q2 2026 in Review

Main Street Financial Solutions reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.7% in Q2 2026, selling an estimated $153K and leaving 7,427 shares worth $2.27M. The position accounts for 0.15% of the portfolio, ranked #136.

Main Street Financial Solutions first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $2.55M in Q3 2025. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Main Street Financial Solutions held 7,427 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.27M as of Q2 2026.
Main Street Financial Solutions sold 531 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $153K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.15% of Main Street Financial Solutions's portfolio in Q2 2026, its #136 holding.
Main Street Financial Solutions first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
Main Street Financial Solutions's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.55M in Q3 2025.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Main Street Financial Solutions's 13F filing for Q2 2026, filed 7 Aug 2026.