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NBC Securities’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

NBC Securities’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 		$112K Hold
366
– – 0.01% 1035
2026
Q1 		$94.2K Buy
366
+100
+38% +$27.4K 0.01% 1108
2025
Q4 		$74.3K Buy
266
+184
+224% +$52.7K 0.01% 1187
2025
Q3 		$24.1K Hold
82
– – ﹤0.01% 1658
2025
Q2 		$23K Hold
82
– – ﹤0.01% 1665
2025
Q1 		$20K Buy
+82
New +$21.3K ﹤0.01% 1490
2024
Q4 		– Sell
-82
Closed -$19K – 2061
2024
Q3 		$19K Buy
+82
New +$19.1K ﹤0.01% 1537

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

NBC Securities's VOT Position: Q2 2026 in Review

NBC Securities held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 366 shares worth $112K. The position accounts for 0.01% of the portfolio, ranked #1035.

NBC Securities first reported a position in VOT in Q3 2024 and has held it in 7 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • NBC Securities held 366 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $112K as of Q2 2026.
  • NBC Securities 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 NBC Securities's portfolio in Q2 2026, its #1035 holding.
  • NBC Securities first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 7 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on NBC Securities's 13F filing for Q2 2026, filed 21 Jul 2026.