Nalls Sherbakoff Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Nalls Sherbakoff Group’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	$913K	Sell	2,982 -131	-4%	-$37.8K	0.65%	32
2026 Q1	$801K	Sell	3,113 -621	-17%	-$170K	0.59%	37
2025 Q4	$1.04M	Sell	3,734 -1,160	-24%	-$332K	0.75%	27
2025 Q3	$1.44M	Buy	4,894 +97	+2%	+$28K	0.97%	24
2025 Q2	$1.36M	Buy	4,797 +611	+15%	+$158K	0.99%	22
2025 Q1	$1.02M	Buy	+4,186	New	+$1.09M	0.83%	25
2023 Q4	$1.08M	Sell	4,904 -348	-7%	-$69.6K	0.96%	24
2023 Q3	$1.02M	Sell	5,252 -138	-3%	-$28.2K	1%	24
2023 Q2	$1.03M	Sell	5,390 -3	-0.1%	-$581	1.01%	24
2023 Q1	$1.03M	Buy	+5,393	New	+$1.03M	1.03%	23
2018 Q4	$1.1M	Buy	+9,162	New	+$1.18M	1.75%	11

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

Nalls Sherbakoff Group's VOT Position: Q2 2026 in Review

Nalls Sherbakoff Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.2% in Q2 2026, selling an estimated $37.8K and leaving 2,982 shares worth $913K. The position accounts for 0.65% of the portfolio, ranked #32.

Nalls Sherbakoff Group first reported a position in VOT in Q4 2018 and has held it in 11 quarters since. The position peaked at $1.44M in Q3 2025. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Nalls Sherbakoff Group held 2,982 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $913K as of Q2 2026.
Nalls Sherbakoff Group sold 131 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $37.8K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.65% of Nalls Sherbakoff Group's portfolio in Q2 2026, its #32 holding.
Nalls Sherbakoff Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 11 quarters since.
Nalls Sherbakoff Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.44M in Q3 2025.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Nalls Sherbakoff Group's 13F filing for Q2 2026, filed 17 Aug 2026.