Matrix Private Capital Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Matrix Private Capital Group’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	$183K	Buy	597 +3	+0.5%	+$865	0.08%	96
2026 Q1	$153K	Sell	594 -7	-1%	-$1.92K	0.07%	96
2025 Q4	$168K	Hold	601	–	–	0.09%	96
2025 Q3	$177K	Sell	601 -3	-0.5%	-$865	0.09%	92
2025 Q2	$172K	Hold	604	–	–	0.1%	92
2025 Q1	$148K	Hold	604	–	–	0.09%	103
2024 Q4	$153K	Buy	604 +5	+0.8%	+$1.29K	0.09%	111
2024 Q3	$146K	Hold	599	–	–	0.08%	115
2024 Q2	$138K	Sell	599 -22	-4%	-$5.04K	0.09%	113
2024 Q1	$146K	Sell	621 -154	-20%	-$34.5K	0.1%	108
2023 Q4	$170K	Buy	775 +20	+3%	+$4K	0.13%	101
2023 Q3	$147K	Hold	755	–	–	0.11%	108
2023 Q2	$155K	Sell	755 -9	-1%	-$1.74K	0.11%	114
2023 Q1	$149K	Sell	764 -17	-2%	-$3.25K	0.1%	120
2022 Q4	$140K	Buy	781 +1	+0.1%	+$181	0.09%	138
2022 Q3	$133K	Sell	780 -270	-26%	-$51.1K	0.09%	136
2022 Q2	$184K	Buy	1,050 +41	+4%	+$7.94K	0.1%	162
2022 Q1	$225K	Sell	1,009 -18	-2%	-$3.97K	0.11%	164
2021 Q4	$262K	Hold	1,027	–	–	0.12%	151
2021 Q3	$243K	Hold	1,027	–	–	0.13%	150
2021 Q2	$243K	Hold	1,027	–	–	0.13%	151
2021 Q1	$220K	Sell	1,027 -15	-1%	-$3.25K	0.13%	159
2020 Q4	$221K	Hold	1,042	–	–	0.16%	142
2020 Q3	$188K	Buy	1,042 +1	+0.1%	+$176	0.19%	119
2020 Q2	$172K	Hold	1,041	–	–	0.19%	117
2020 Q1	$132K	Buy	1,041 +16	+2%	+$2.43K	0.19%	106
2019 Q4	$163K	Buy	+1,025	New	+$156K	0.17%	140

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

Matrix Private Capital Group's VOT Position: Q2 2026 in Review

Matrix Private Capital Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.51% in Q2 2026, buying an estimated $865 and bringing the position to 597 shares worth $183K. The position accounts for 0.08% of the portfolio, ranked #96.

Matrix Private Capital Group first reported a position in VOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $262K in Q4 2021. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Matrix Private Capital Group held 597 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $183K as of Q2 2026.
Matrix Private Capital Group bought 3 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $865.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of Matrix Private Capital Group's portfolio in Q2 2026, its #96 holding.
Matrix Private Capital Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
Matrix Private Capital Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $262K in Q4 2021.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Matrix Private Capital Group's 13F filing for Q2 2026, filed 14 Aug 2026.