Morton Brown Family Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Morton Brown Family Wealth’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	$453K	Hold	1,480	–	–	0.1%	39
2026 Q1	$381K	Hold	1,480	–	–	0.1%	39
2025 Q4	$413K	Sell	1,480 -277	-16%	-$79.3K	0.11%	39
2025 Q3	$516K	Hold	1,757	–	–	0.15%	34
2025 Q2	$500K	Sell	1,757 -174	-9%	-$44.9K	0.15%	34
2025 Q1	$472K	Sell	1,931 -410	-18%	-$107K	0.16%	34
2024 Q4	$594K	Sell	2,341 -4	-0.2%	-$1.03K	0.21%	32
2024 Q3	$571K	Sell	2,345 -82	-3%	-$19.1K	0.2%	34
2024 Q2	$564K	Sell	2,427 -236	-9%	-$54.1K	0.22%	32
2024 Q1	$628K	Sell	2,663 -5	-0.2%	-$1.12K	0.26%	31
2023 Q4	$586K	Sell	2,668 -158	-6%	-$31.6K	0.26%	32
2023 Q3	$550K	Sell	2,826 -24	-0.8%	-$4.9K	0.28%	30
2023 Q2	$586K	Sell	2,850 -25	-0.9%	-$4.84K	0.31%	29
2023 Q1	$560K	Hold	2,875	–	–	0.33%	31
2022 Q4	$517K	Sell	2,875 -277	-9%	-$50.2K	0.35%	31
2022 Q3	$538K	Buy	+3,152	New	+$597K	0.43%	30

Other funds holding VOT

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Morton Brown Family Wealth's VOT Position: Q2 2026 in Review

Morton Brown Family Wealth held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,480 shares worth $453K. The position accounts for 0.1% of the portfolio, ranked #39.

Morton Brown Family Wealth first reported a position in VOT in Q3 2022 and has held it in 16 quarters since. The position peaked at $628K in Q1 2024. 362 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Morton Brown Family Wealth held 1,480 shares of Vanguard Mid-Cap Growth ETF worth $453K as of Q2 2026.
Morton Brown Family Wealth left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap Growth ETF made up 0.1% of Morton Brown Family Wealth's portfolio in Q2 2026, its #39 holding.
Morton Brown Family Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q3 2022 and has held it in 16 quarters since.
Morton Brown Family Wealth's Vanguard Mid-Cap Growth ETF position peaked at $628K in Q1 2024.
362 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Morton Brown Family Wealth's 13F filing for Q2 2026, filed 21 Jul 2026.