Marshall Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
Other funds holding VOT
EWA
TI
Marshall Investment Management's VOT Position: Q2 2026 in Review
Marshall Investment Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 22% in Q2 2026, selling an estimated $24.5K and leaving 300 shares worth $91.9K. The position accounts for 0.04% of the portfolio, ranked #102.
Marshall Investment Management first reported a position in VOT in Q4 2024 and has held it in 4 quarters since. The position peaked at $232K in Q1 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- Marshall Investment Management held 300 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $91.9K as of Q2 2026.
- Marshall Investment Management sold 85 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $24.5K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Marshall Investment Management's portfolio in Q2 2026, its #102 holding.
- Marshall Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
- Marshall Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $232K in Q1 2025.
- 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Marshall Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.