NVWM LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

NVWM LLC’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	$4.59K	Hold	15	–	–	﹤0.01%	374
2026 Q1	$3.86K	Hold	15	–	–	﹤0.01%	372
2025 Q4	$4.19K	Hold	15	–	–	﹤0.01%	372
2025 Q3	$4.41K	Hold	15	–	–	﹤0.01%	355
2025 Q2	$4.27K	Hold	15	–	–	﹤0.01%	352
2025 Q1	$3.67K	Hold	15	–	–	﹤0.01%	340
2024 Q4	$3.81K	Hold	15	–	–	﹤0.01%	334
2024 Q3	$3.65K	Hold	15	–	–	﹤0.01%	338
2024 Q2	$3.45K	Hold	15	–	–	﹤0.01%	334
2024 Q1	$3.54K	Hold	15	–	–	﹤0.01%	330
2023 Q4	$3.29K	Hold	15	–	–	﹤0.01%	345
2023 Q3	$2.92K	Hold	15	–	–	﹤0.01%	367
2023 Q2	$3.09K	Hold	15	–	–	﹤0.01%	389
2023 Q1	$2.92K	Hold	15	–	–	﹤0.01%	380
2022 Q4	$2.7K	Hold	15	–	–	﹤0.01%	368
2022 Q3	$3K	Hold	15	–	–	﹤0.01%	384
2022 Q2	$3K	Hold	15	–	–	﹤0.01%	404
2022 Q1	$3K	Sell	15 -167	-92%	-$36.9K	﹤0.01%	477
2021 Q4	$46K	Sell	182 -176	-49%	-$44.4K	0.01%	277
2021 Q3	$85K	Buy	+358	New	+$86.7K	0.03%	224
2018 Q4	–	Sell	-46	Closed	-$7K	–	383
2018 Q3	$7K	Hold	46	–	–	﹤0.01%	272
2018 Q2	$6K	Hold	46	–	–	﹤0.01%	285
2018 Q1	$6K	Hold	46	–	–	﹤0.01%	287
2017 Q4	$6K	Buy	+46	New	+$5.77K	﹤0.01%	264

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

NVWM LLC's VOT Position: Q2 2026 in Review

NVWM LLC held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 15 shares worth $4.59K. The position accounts for ﹤0.01% of the portfolio, ranked #374.

NVWM LLC first reported a position in VOT in Q4 2017 and has held it in 24 quarters since. The position peaked at $85K in Q3 2021. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

NVWM LLC held 15 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.59K as of Q2 2026.
NVWM LLC 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 NVWM LLC's portfolio in Q2 2026, its #374 holding.
NVWM LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 24 quarters since.
NVWM LLC's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $85K in Q3 2021.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on NVWM LLC's 13F filing for Q2 2026, filed 29 Jul 2026.