Mitchell McLeod Pugh & Williams’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.46M Buy
8,015
+684
+9% +$197K 0.3% 72
2026
Q1
$1.89M Buy
7,331
+333
+5% +$91.4K 0.28% 73
2025
Q4
$1.92M Sell
6,998
-318
-4% -$91K 0.27% 71
2025
Q3
$2.16M Buy
7,316
+1,077
+17% +$311K 0.35% 57
2025
Q2
$1.77M Buy
6,239
+450
+8% +$116K 0.33% 66
2025
Q1
$1.42M Buy
5,789
+292
+5% +$75.9K 0.29% 78
2024
Q4
$1.39M Buy
5,497
+371
+7% +$95.5K 0.29% 75
2024
Q3
$1.25M Buy
5,126
+173
+3% +$40.3K 0.26% 85
2024
Q2
$1.14M Buy
4,953
+519
+12% +$119K 0.26% 82
2024
Q1
$1.05M Buy
4,434
+224
+5% +$50.2K 0.25% 91
2023
Q4
$924K Buy
4,210
+361
+9% +$72.2K 0.24% 96
2023
Q3
$750K Buy
3,849
+306
+9% +$62.5K 0.22% 108
2023
Q2
$729K Buy
3,543
+324
+10% +$62.8K 0.21% 114
2023
Q1
$627K Buy
3,219
+35
+1% +$6.7K 0.2% 124
2022
Q4
$572K Buy
+3,184
New +$577K 0.19% 129
2022
Q1
Sell
-1,138
Closed -$290K 242
2021
Q4
$290K Hold
1,138
0.1% 193
2021
Q3
$269K Hold
1,138
0.1% 197
2021
Q2
$269K Hold
1,138
0.1% 195
2021
Q1
$244K Buy
+1,138
New +$247K 0.1% 196

Other funds holding VOT

Mitchell McLeod Pugh & Williams's VOT Position: Q2 2026 in Review

Mitchell McLeod Pugh & Williams increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 9.3% in Q2 2026, buying an estimated $197K and bringing the position to 8,015 shares worth $2.46M. The position accounts for 0.3% of the portfolio, ranked #72.

Mitchell McLeod Pugh & Williams first reported a position in VOT in Q1 2021 and has held it in 19 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Mitchell McLeod Pugh & Williams held 8,015 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.46M as of Q2 2026.
  • Mitchell McLeod Pugh & Williams bought 684 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $197K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.3% of Mitchell McLeod Pugh & Williams's portfolio in Q2 2026, its #72 holding.
  • Mitchell McLeod Pugh & Williams first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2021 and has held it in 19 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Mitchell McLeod Pugh & Williams's 13F filing for Q2 2026, filed 11 Aug 2026.