Morris Financial Concepts’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Morris Financial Concepts’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	$10.4K	Hold	34	–	–	﹤0.01%	182
2026 Q1	$8.75K	Hold	34	–	–	﹤0.01%	177
2025 Q4	$9.49K	Hold	34	–	–	﹤0.01%	174
2025 Q3	$9.99K	Hold	34	–	–	﹤0.01%	178
2025 Q2	$9.67K	Hold	34	–	–	﹤0.01%	176
2025 Q1	$8.32K	Hold	34	–	–	﹤0.01%	176
2024 Q4	$8.63K	Hold	34	–	–	﹤0.01%	163
2024 Q3	$8.28K	Hold	34	–	–	﹤0.01%	170
2024 Q2	$7.8K	Hold	34	–	–	﹤0.01%	140
2024 Q1	$8.02K	Hold	34	–	–	﹤0.01%	139
2023 Q4	$7.46K	Hold	34	–	–	﹤0.01%	138
2023 Q3	$6.62K	Hold	34	–	–	﹤0.01%	129
2023 Q2	$7K	Hold	34	–	–	﹤0.01%	131
2023 Q1	$6.63K	Hold	34	–	–	﹤0.01%	128
2022 Q4	$6.11K	Hold	34	–	–	﹤0.01%	123
2022 Q3	$6K	Hold	34	–	–	0.01%	97
2022 Q2	$6K	Hold	34	–	–	0.01%	105
2022 Q1	$8K	Hold	34	–	–	0.01%	100
2021 Q4	$9K	Buy	+34	New	+$8.57K	0.01%	91

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

Morris Financial Concepts's VOT Position: Q2 2026 in Review

Morris Financial Concepts held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 34 shares worth $10.4K. The position accounts for ﹤0.01% of the portfolio, ranked #182.

Morris Financial Concepts first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Morris Financial Concepts held 34 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $10.4K as of Q2 2026.
Morris Financial Concepts left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Morris Financial Concepts's portfolio in Q2 2026, its #182 holding.
Morris Financial Concepts first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Morris Financial Concepts's 13F filing for Q2 2026, filed 29 Jul 2026.