Mustard Seed Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Mustard Seed Financial’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	$3.77M	Buy	12,319 +1,118	+10%	+$322K	1.96%	16
2026 Q1	$2.88M	Buy	11,201 +474	+4%	+$130K	1.73%	17
2025 Q4	$2.99M	Buy	10,727 +492	+5%	+$141K	1.88%	13
2025 Q3	$3.01M	Buy	10,235 +177	+2%	+$51.1K	1.93%	13
2025 Q2	$2.86M	Buy	10,058 +788	+9%	+$203K	2.06%	13
2025 Q1	$2.27M	Buy	9,270 +224	+2%	+$58.2K	1.82%	14
2024 Q4	$2.3M	Buy	9,046 +202	+2%	+$52K	1.87%	14
2024 Q3	$2.15M	Buy	8,844 +399	+5%	+$92.9K	1.79%	15
2024 Q2	$1.94M	Buy	8,445 +310	+4%	+$71.1K	1.86%	17
2024 Q1	$1.92M	Buy	8,135 +442	+6%	+$99K	1.91%	15
2023 Q4	$1.69M	Buy	+7,693	New	+$1.54M	1.91%	13

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

Mustard Seed Financial's VOT Position: Q2 2026 in Review

Mustard Seed Financial increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 10% in Q2 2026, buying an estimated $322K and bringing the position to 12,319 shares worth $3.77M. The position accounts for 1.96% of the portfolio, ranked #16.

Mustard Seed Financial first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Mustard Seed Financial held 12,319 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.77M as of Q2 2026.
Mustard Seed Financial bought 1,118 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $322K.
Vanguard Morningstar Mid-Cap Growth ETF made up 1.96% of Mustard Seed Financial's portfolio in Q2 2026, its #16 holding.
Mustard Seed Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Mustard Seed Financial's 13F filing for Q2 2026, filed 5 Aug 2026.