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

Norden 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	$921K	Sell	3,006 -191	-6%	-$55.1K	0.08%	233
2026 Q1	$823K	Sell	3,197 -3,232	-50%	-$887K	0.08%	224
2025 Q4	$1.79M	Buy	6,429 +2,293	+55%	+$656K	0.18%	111
2025 Q3	$1.22M	Buy	4,136 +588	+17%	+$170K	0.12%	162
2025 Q2	$1.01M	Sell	3,548 -3,398	-49%	-$876K	0.11%	181
2025 Q1	$1.7M	Buy	6,946 +3,696	+114%	+$961K	0.2%	98
2024 Q4	$825K	Sell	3,250 -977	-23%	-$251K	0.09%	234
2024 Q3	$1.03M	Buy	4,227 +1,624	+62%	+$378K	0.12%	190
2024 Q2	$598K	Hold	2,603	–	–	0.12%	186
2024 Q1	$614K	Buy	+2,603	New	+$583K	0.12%	182

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

Norden Group's VOT Position: Q2 2026 in Review

Norden Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6% in Q2 2026, selling an estimated $55.1K and leaving 3,006 shares worth $921K. The position accounts for 0.08% of the portfolio, ranked #233.

Norden Group first reported a position in VOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $1.79M in Q4 2025. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Norden Group held 3,006 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $921K as of Q2 2026.
Norden Group sold 191 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $55.1K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of Norden Group's portfolio in Q2 2026, its #233 holding.
Norden Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Norden Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.79M in Q4 2025.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Norden Group's 13F filing for Q2 2026, filed 29 Jul 2026.