MidAtlantic Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

MidAtlantic Capital 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	$4.17M	Sell	13,601 -1,285	-9%	-$371K	2.59%	11
2026 Q1	$3.83M	Sell	14,886 -154	-1%	-$42.3K	2.64%	12
2025 Q4	$4.2M	Buy	15,040 +135	+0.9%	+$38.6K	2.69%	10
2025 Q3	$4.38M	Sell	14,905 -46	-0.3%	-$13.3K	2.99%	9
2025 Q2	$4.25M	Buy	14,951 +40	+0.3%	+$10.3K	3.02%	9
2025 Q1	$3.65M	Buy	14,911 +47	+0.3%	+$12.2K	2.87%	11
2024 Q4	$3.77M	Sell	14,864 -49	-0.3%	-$12.6K	2.76%	11
2024 Q3	$3.63M	Sell	14,913 -172	-1%	-$40.1K	2.65%	11
2024 Q2	$3.46M	Buy	15,085 +92	+0.6%	+$21.1K	2.9%	10
2024 Q1	$3.54M	Sell	14,993 -6	-0%	-$1.34K	3.1%	9
2023 Q4	$3.29M	Buy	+14,999	New	+$3M	3.2%	9

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

MidAtlantic Capital Management's VOT Position: Q2 2026 in Review

MidAtlantic Capital Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 8.6% in Q2 2026, selling an estimated $371K and leaving 13,601 shares worth $4.17M. The position accounts for 2.59% of the portfolio, ranked #11.

MidAtlantic Capital Management first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $4.38M in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

MidAtlantic Capital Management held 13,601 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.17M as of Q2 2026.
MidAtlantic Capital Management sold 1,285 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $371K.
Vanguard Morningstar Mid-Cap Growth ETF made up 2.59% of MidAtlantic Capital Management's portfolio in Q2 2026, its #11 holding.
MidAtlantic Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
MidAtlantic Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.38M in Q3 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on MidAtlantic Capital Management's 13F filing for Q2 2026, filed 10 Aug 2026.