Manchester Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Manchester Capital 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 Q1	$1.09M	Sell	4,240 -97	-2%	-$26.6K	0.16%	85
2025 Q4	$1.21M	Sell	4,337 -94	-2%	-$26.9K	0.16%	83
2025 Q3	$1.3M	Buy	4,431 +24	+0.5%	+$6.92K	0.18%	83
2025 Q2	$1.25M	Sell	4,407 -9,540	-68%	-$2.46M	0.16%	90
2025 Q1	$3.41M	Buy	13,947 +1,454	+12%	+$378K	0.42%	42
2024 Q4	$3.17M	Hold	12,493	–	–	0.37%	44
2024 Q3	$3.04M	Hold	12,493	–	–	0.36%	45
2024 Q2	$2.87M	Hold	12,493	–	–	0.34%	43
2024 Q1	$2.95M	Hold	12,493	–	–	0.36%	45
2023 Q4	$2.74M	Hold	12,493	–	–	0.37%	43
2023 Q3	$2.43M	Hold	12,493	–	–	0.36%	43
2023 Q2	$2.57M	Sell	12,493 -20	-0.2%	-$3.88K	0.34%	45
2023 Q1	$2.44M	Hold	12,513	–	–	0.32%	44
2022 Q4	$2.25M	Hold	12,513	–	–	0.33%	40
2022 Q3	$2.13M	Sell	12,513 -152	-1%	-$28.8K	0.37%	38
2022 Q2	$2.22M	Sell	12,665 -385	-3%	-$74.5K	0.38%	38
2022 Q1	$2.91M	Buy	13,050 +20	+0.2%	+$4.42K	0.42%	33
2021 Q4	$3.32M	Sell	13,030 -2,863	-18%	-$722K	0.43%	33
2021 Q3	$3.76M	Hold	15,893	–	–	0.51%	26
2021 Q2	$3.76M	Sell	15,893 -15	-0.1%	-$3.36K	0.52%	24
2021 Q1	$3.41M	Sell	15,908 -1,496	-9%	-$325K	0.51%	26
2020 Q4	$3.69M	Hold	17,404	–	–	0.57%	27
2020 Q3	$3.13M	Hold	17,404	–	–	0.49%	29
2020 Q2	$2.87M	Sell	17,404 -124	-0.7%	-$18.8K	0.39%	32
2020 Q1	$2.22M	Sell	17,528 -454	-3%	-$68.9K	0.36%	36
2019 Q4	$2.85M	Hold	17,982	–	–	0.31%	43
2019 Q3	$2.66M	Buy	17,982 +8,933	+99%	+$1.34M	0.31%	39
2019 Q2	$1.35M	Sell	9,049 -165	-2%	-$24.1K	0.17%	68
2019 Q1	$1.31M	Buy	9,214 +2,068	+29%	+$278K	0.17%	66
2018 Q4	$960K	Buy	7,146 +1,525	+27%	+$196K	0.15%	70
2018 Q3	$801K	Sell	5,621 -1,525	-21%	-$214K	0.11%	95
2018 Q2	$960K	Sell	7,146 -394	-5%	-$52.3K	0.15%	70
2018 Q1	$977K	Sell	7,540 -696	-8%	-$91.4K	0.16%	62
2017 Q4	$1.05M	Buy	8,236 +129	+2%	+$16.2K	0.16%	59
2017 Q3	$987K	Sell	8,107 -2,200	-21%	-$262K	0.15%	55
2017 Q2	$1.21M	Sell	10,307 -225	-2%	-$26.1K	0.19%	46
2017 Q1	$1.19M	Buy	10,532 +55	+0.5%	+$6.11K	0.19%	45
2016 Q4	$1.11M	Sell	10,477 -12,080	-54%	-$1.27M	0.17%	49
2016 Q3	$2.4M	Sell	22,557 -302	-1%	-$32K	0.36%	28
2016 Q2	$2.33M	Sell	22,859 -1,282	-5%	-$129K	0.33%	31
2016 Q1	$2.42M	Buy	24,141 +4,851	+25%	+$453K	0.34%	31
2015 Q4	$1.92M	Buy	+19,290	New	+$1.95M	0.27%	40

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

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

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Manchester Capital Management's VOT Position: Q1 2026 in Review

Manchester Capital Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.2% in Q1 2026, selling an estimated $26.6K and leaving 4,240 shares worth $1.09M. The position accounts for 0.16% of the portfolio, ranked #85.

Manchester Capital Management first reported a position in VOT in Q4 2015 and has held it in 42 quarters since. The position peaked at $3.76M in Q3 2021. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Manchester Capital Management held 4,240 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.09M as of Q1 2026.
Manchester Capital Management sold 97 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $26.6K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.16% of Manchester Capital Management's portfolio in Q1 2026, its #85 holding.
Manchester Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2015 and has held it in 42 quarters since.
Manchester Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.76M in Q3 2021.
1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Manchester Capital Management's 13F filing for Q1 2026, filed 11 May 2026.