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Nicholas Hoffman & Company’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Nicholas Hoffman & Company’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 		$224K Buy
+732
New +$211K ﹤0.01% 326
2026
Q1 		– Sell
-732
Closed -$204K – 341
2025
Q4 		$204K Hold
732
– – ﹤0.01% 312
2025
Q3 		$215K Hold
732
– – 0.01% 297
2025
Q2 		$208K Buy
+732
New +$189K 0.01% 299

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Nicholas Hoffman & Company's VOT Position: Q2 2026 in Review

Nicholas Hoffman & Company opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 732 shares worth $224K. The stake represents ﹤0.01% of the portfolio and ranks #326 among its holdings. This is a return to the name: Nicholas Hoffman & Company previously reported a position in VOT as recently as Q4 2025.

Nicholas Hoffman & Company first reported a position in VOT in Q2 2025 and has held it in 4 quarters since. 743 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Nicholas Hoffman & Company held 732 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $224K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Nicholas Hoffman & Company position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Nicholas Hoffman & Company's portfolio in Q2 2026, its #326 holding.
  • Nicholas Hoffman & Company first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 743 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Nicholas Hoffman & Company's 13F filing for Q2 2026, filed 4 Aug 2026.