Mesirow Financial Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Mesirow Financial Investment 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	$626K	Buy	2,043 +1	+0%	+$288	0.01%	339
2026 Q1	$525K	Buy	2,042 +1,258	+160%	+$345K	0.01%	356
2025 Q4	$219K	Sell	784 -1,323	-63%	-$379K	﹤0.01%	455
2025 Q3	$619K	Buy	2,107 +4	+0.2%	+$1.15K	0.01%	342
2025 Q2	$598K	Hold	2,103	–	–	0.01%	330
2025 Q1	$514K	Buy	2,103 +3	+0.1%	+$780	0.01%	350
2024 Q4	$533K	Sell	2,100 -2,372	-53%	-$611K	0.01%	341
2024 Q3	$1.09M	Buy	4,472 +2,251	+101%	+$524K	0.02%	259
2024 Q2	$510K	Sell	2,221 -3	-0.1%	-$688	0.01%	324
2024 Q1	$524K	Buy	2,224 +3	+0.1%	+$672	0.01%	333
2023 Q4	$488K	Buy	+2,221	New	+$444K	0.02%	310

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

Mesirow Financial Investment Management's VOT Position: Q2 2026 in Review

Mesirow Financial Investment Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.05% in Q2 2026, buying an estimated $288 and bringing the position to 2,043 shares worth $626K. The position accounts for 0.01% of the portfolio, ranked #339.

Mesirow Financial Investment Management first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.09M in Q3 2024. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Mesirow Financial Investment Management held 2,043 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $626K as of Q2 2026.
Mesirow Financial Investment Management bought 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $288.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Mesirow Financial Investment Management's portfolio in Q2 2026, its #339 holding.
Mesirow Financial Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Mesirow Financial Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.09M in Q3 2024.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Mesirow Financial Investment Management's 13F filing for Q2 2026, filed 22 Jul 2026.