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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
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
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Mustard Seed Financial's VOT Position: Q1 2026 in Review

Mustard Seed Financial increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.4% in Q1 2026, buying an estimated $130K and bringing the position to 11,201 shares worth $2.88M. The position accounts for 1.73% of the portfolio, ranked #17.

Mustard Seed Financial first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $3.01M in Q3 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Mustard Seed Financial held 11,201 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.88M as of Q1 2026.
  • Mustard Seed Financial bought 474 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $130K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.73% of Mustard Seed Financial's portfolio in Q1 2026, its #17 holding.
  • Mustard Seed Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • Mustard Seed Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.01M in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Mustard Seed Financial's 13F filing for Q1 2026, filed 27 Apr 2026.