Mayfair Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Mayfair Advisory 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	$241K	Sell	823 -33	-4%	-$9.52K	0.07%	162
2026 Q1	$220K	Hold	856	–	–	0.08%	160
2025 Q4	$241K	Sell	856 -39	-4%	-$11.2K	0.09%	153
2025 Q3	$263K	Hold	895	–	–	0.11%	152
2025 Q2	$255K	Hold	895	–	–	0.12%	148
2025 Q1	$219K	Hold	895	–	–	0.13%	143
2024 Q4	$227K	Hold	895	–	–	0.13%	140
2024 Q3	$219K	Hold	895	–	–	0.14%	140
2024 Q2	$211K	Buy	895 +1	+0.1%	+$229	0.14%	132
2024 Q1	$211K	Buy	+894	New	+$200K	0.15%	132
2022 Q2	–	Sell	-1,587	Closed	-$356K	–	127
2022 Q1	$356K	Hold	1,587	–	–	0.46%	56
2021 Q4	$378K	Hold	1,587	–	–	0.5%	48
2021 Q3	$372K	Hold	1,587	–	–	0.57%	45
2021 Q2	$375K	Buy	1,587 +310	+24%	+$69.5K	0.59%	45
2021 Q1	$279K	Buy	+1,277	New	+$277K	0.5%	55

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

Mayfair Advisory Group's VOT Position: Q2 2026 in Review

Mayfair Advisory Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.9% in Q2 2026, selling an estimated $9.52K and leaving 823 shares worth $241K. The position accounts for 0.07% of the portfolio, ranked #162.

Mayfair Advisory Group first reported a position in VOT in Q1 2021 and has held it in 15 quarters since. The position peaked at $378K in Q4 2021. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Mayfair Advisory Group held 823 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $241K as of Q2 2026.
Mayfair Advisory Group sold 33 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $9.52K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Mayfair Advisory Group's portfolio in Q2 2026, its #162 holding.
Mayfair Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2021 and has held it in 15 quarters since.
Mayfair Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $378K in Q4 2021.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Mayfair Advisory Group's 13F filing for Q2 2026, filed 11 Aug 2026.