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May Barnhard Investments’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

May Barnhard Investments’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 		$6.14M Sell
20,053
-15
-0.1% -$4.33K 2.49% 14
2026
Q1 		$5.16M Buy
20,068
+219
+1% +$60.1K 2.51% 15
2025
Q4 		$5.54M Buy
19,849
+104
+0.5% +$29.8K 2.62% 12
2025
Q3 		$5.8M Buy
19,745
+1,252
+7% +$361K 2.69% 11
2025
Q2 		$5.26M Buy
18,493
+351
+2% +$90.5K 2.46% 14
2025
Q1 		$4.44M Buy
18,142
+434
+2% +$113K 2.21% 19
2024
Q4 		$4.49M Buy
17,708
+242
+1% +$62.3K 2.14% 19
2024
Q3 		$4.25M Sell
17,466
-963
-5% -$224K 2.08% 19
2024
Q2 		$4.23M Buy
18,429
+1,371
+8% +$314K 2.18% 19
2024
Q1 		$4.02M Sell
17,058
-377
-2% -$84.5K 2.01% 20
2023
Q4 		$3.83M Buy
+17,435
New +$3.49M 1.97% 20

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

May Barnhard Investments's VOT Position: Q2 2026 in Review

May Barnhard Investments reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.07% in Q2 2026, selling an estimated $4.33K and leaving 20,053 shares worth $6.14M. The position accounts for 2.49% of the portfolio, ranked #14.

May Barnhard Investments first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • May Barnhard Investments held 20,053 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $6.14M as of Q2 2026.
  • May Barnhard Investments sold 15 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.33K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 2.49% of May Barnhard Investments's portfolio in Q2 2026, its #14 holding.
  • May Barnhard Investments first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on May Barnhard Investments's 13F filing for Q2 2026, filed 21 Jul 2026.