Novak & Powell Financial Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Novak & Powell Financial Services’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	$1.66M	Buy	5,426 +90	+2%	+$26K	0.78%	34
2026 Q1	$1.37M	Sell	5,336 -101	-2%	-$27.7K	0.74%	36
2025 Q4	$1.52M	Hold	5,437	–	–	0.79%	32
2025 Q3	$1.6M	Buy	5,437 +3,375	+164%	+$974K	0.84%	29
2025 Q2	$586K	Sell	2,062 -3,293	-61%	-$849K	0.41%	58
2025 Q1	$1.31M	Sell	5,355 -171	-3%	-$44.5K	0.82%	35
2024 Q4	$1.4M	Hold	5,526	–	–	0.84%	32
2024 Q3	$1.35M	Hold	5,526	–	–	0.78%	33
2024 Q2	$1.27M	Sell	5,526 -52,345	-90%	-$12M	0.79%	35
2024 Q1	$1.49M	Buy	57,871 +52,432	+964%	+$11.7M	1.11%	22
2023 Q4	$1.18M	Buy	+5,439	New	+$1.09M	0.79%	35

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

Novak & Powell Financial Services's VOT Position: Q2 2026 in Review

Novak & Powell Financial Services increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.7% in Q2 2026, buying an estimated $26K and bringing the position to 5,426 shares worth $1.66M. The position accounts for 0.78% of the portfolio, ranked #34.

Novak & Powell Financial Services first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Novak & Powell Financial Services held 5,426 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.66M as of Q2 2026.
Novak & Powell Financial Services bought 90 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $26K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.78% of Novak & Powell Financial Services's portfolio in Q2 2026, its #34 holding.
Novak & Powell Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Novak & Powell Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.