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

MV 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	$111K	Hold	362	–	–	0.01%	244
2026 Q1	$93.2K	Hold	362	–	–	0.01%	251
2025 Q4	$101K	Sell	362 -29	-7%	-$8.3K	0.01%	241
2025 Q3	$115K	Hold	391	–	–	0.01%	231
2025 Q2	$111K	Hold	391	–	–	0.01%	233
2025 Q1	$95.7K	Hold	391	–	–	0.01%	241
2024 Q4	$99.2K	Hold	391	–	–	0.01%	227
2024 Q3	$95.2K	Sell	391 -30	-7%	-$6.99K	0.01%	240
2024 Q2	$96.6K	Hold	421	–	–	0.01%	230
2024 Q1	$99.3K	Hold	421	–	–	0.01%	227
2023 Q4	$92.4K	Hold	421	–	–	0.01%	229
2023 Q3	$82K	Hold	421	–	–	0.01%	229
2023 Q2	$86.6K	Hold	421	–	–	0.01%	224
2023 Q1	$82K	Sell	421 -271	-39%	-$51.9K	0.01%	225
2022 Q4	$124K	Hold	692	–	–	0.02%	161
2022 Q3	$118K	Hold	692	–	–	0.02%	157
2022 Q2	$121K	Buy	692 +660	+2,063%	+$128K	0.02%	155
2022 Q1	$7K	Hold	32	–	–	﹤0.01%	556
2021 Q4	$8K	Hold	32	–	–	﹤0.01%	516
2021 Q3	$8K	Hold	32	–	–	﹤0.01%	490
2021 Q2	$8K	Hold	32	–	–	﹤0.01%	419
2021 Q1	$7K	Hold	32	–	–	﹤0.01%	269
2020 Q4	$7K	Hold	32	–	–	﹤0.01%	260
2020 Q3	$6K	Buy	+32	New	+$5.64K	﹤0.01%	239

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

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

MV Capital Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 362 shares worth $111K. The position accounts for 0.01% of the portfolio, ranked #244.

MV Capital Management first reported a position in VOT in Q3 2020 and has held it in 24 quarters since. The position peaked at $124K in Q4 2022. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

MV Capital Management held 362 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $111K as of Q2 2026.
MV Capital Management 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 MV Capital Management's portfolio in Q2 2026, its #244 holding.
MV Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2020 and has held it in 24 quarters since.
MV Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $124K in Q4 2022.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on MV Capital Management's 13F filing for Q2 2026, filed 29 Jul 2026.