NorthStar Asset Management (New Jersey)’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

NorthStar Asset Management (New Jersey)’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	$14.6M	Buy	47,729 +3,595	+8%	+$1.04M	5.94%	4
2026 Q1	$11.4M	Buy	44,134 +1,684	+4%	+$462K	5.49%	4
2025 Q4	$11.8M	Buy	42,450 +1,997	+5%	+$572K	5.33%	4
2025 Q3	$11.9M	Buy	40,453 +1,449	+4%	+$418K	5.69%	4
2025 Q2	$11.1M	Buy	39,004 +3,064	+9%	+$790K	5.85%	4
2025 Q1	$8.79M	Buy	35,940 +1,931	+6%	+$502K	5.5%	4
2024 Q4	$8.63M	Buy	34,009 +2,047	+6%	+$527K	5.5%	4
2024 Q3	$7.78M	Buy	31,962 +2,400	+8%	+$559K	5.19%	4
2024 Q2	$6.79M	Buy	29,562 +2,305	+8%	+$529K	4.7%	4
2024 Q1	$6.43M	Buy	27,257 +2,565	+10%	+$575K	4.87%	4
2023 Q4	$5.42M	Buy	+24,692	New	+$4.94M	4.95%	3

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

NorthStar Asset Management (New Jersey)'s VOT Position: Q2 2026 in Review

NorthStar Asset Management (New Jersey) increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 8.1% in Q2 2026, buying an estimated $1.04M and bringing the position to 47,729 shares worth $14.6M. The position accounts for 5.94% of the portfolio, ranked #4.

NorthStar Asset Management (New Jersey) first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

NorthStar Asset Management (New Jersey) held 47,729 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $14.6M as of Q2 2026.
NorthStar Asset Management (New Jersey) bought 3,595 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.04M.
Vanguard Morningstar Mid-Cap Growth ETF made up 5.94% of NorthStar Asset Management (New Jersey)'s portfolio in Q2 2026, its #4 holding.
NorthStar Asset Management (New Jersey) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on NorthStar Asset Management (New Jersey)'s 13F filing for Q2 2026, filed 5 Aug 2026.