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

Monument 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 		$212K Buy
+692
New +$200K 0.04% 254

Other funds holding VOT

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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

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

Monument Capital Management opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 692 shares worth $212K. The stake represents 0.04% of the portfolio and ranks #254 among its holdings.

529 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Monument Capital Management held 692 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $212K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Monument Capital Management position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Monument Capital Management's portfolio in Q2 2026, its #254 holding.
  • 529 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Monument Capital Management's 13F filing for Q2 2026, filed 22 Jul 2026.