MWM
VOT icon

Marietta Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Marietta Wealth 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 		$12.3M Buy
40,200
+2,327
+6% +$671K 1.27% 26
2026
Q1 		$9.75M Buy
37,873
+1,713
+5% +$470K 1.16% 30
2025
Q4 		$10.1M Buy
36,160
+745
+2% +$213K 1.17% 30
2025
Q3 		$10.4M Buy
35,415
+11,329
+47% +$3.27M 1.27% 29
2025
Q2 		$6.85M Buy
24,086
+1,160
+5% +$299K 0.89% 42
2025
Q1 		$5.61M Buy
22,926
+582
+3% +$151K 0.82% 60
2024
Q4 		$5.67M Buy
22,344
+285
+1% +$73.4K 0.81% 55
2024
Q3 		$5.37M Buy
22,059
+674
+3% +$157K 0.78% 61
2024
Q2 		$4.91M Buy
21,385
+2,762
+15% +$633K 0.77% 60
2024
Q1 		$4.39M Sell
18,623
-7
-0% -$1.57K 0.72% 66
2023
Q4 		$4.09M Buy
18,630
+456
+3% +$91.2K 0.73% 65
2023
Q3 		$3.54M Buy
18,174
+851
+5% +$174K 0.7% 68
2023
Q2 		$3.56M Buy
17,323
+777
+5% +$151K 0.67% 68
2023
Q1 		$3.22M Buy
16,546
+3,609
+28% +$691K 0.68% 66
2022
Q4 		$2.33M Buy
12,937
+1,473
+13% +$267K 0.53% 74
2022
Q3 		$1.96M Buy
11,464
+2,491
+28% +$472K 0.49% 75
2022
Q2 		$1.57M Sell
8,973
-1,371
-13% -$265K 0.38% 80
2022
Q1 		$2.31M Buy
10,344
+1,028
+11% +$227K 0.48% 75
2021
Q4 		$2.37M Buy
9,316
+445
+5% +$112K 0.48% 73
2021
Q3 		$2.1M Buy
8,871
+574
+7% +$139K 0.46% 77
2021
Q2 		$1.96M Buy
8,297
+940
+13% +$211K 0.44% 78
2021
Q1 		$1.58M Buy
7,357
+1,965
+36% +$426K 0.39% 84
2020
Q4 		$1.14M Buy
+5,392
New +$1.06M 0.31% 81

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Marietta Wealth Management's VOT Position: Q2 2026 in Review

Marietta Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.1% in Q2 2026, buying an estimated $671K and bringing the position to 40,200 shares worth $12.3M. The position accounts for 1.27% of the portfolio, ranked #26.

Marietta Wealth Management first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Marietta Wealth Management held 40,200 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $12.3M as of Q2 2026.
  • Marietta Wealth Management bought 2,327 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $671K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.27% of Marietta Wealth Management's portfolio in Q2 2026, its #26 holding.
  • Marietta Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Marietta Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.