Ocean Park Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$696K Buy
+2,272
New +$655K 0.03% 73
2026
Q1
– Sell
-37,660
Closed -$10.5M – 94
2025
Q4
$10.5M Sell
37,660
-60,007
-61% -$17.2M 0.49% 33
2025
Q3
$28.7M Buy
+97,667
New +$28.2M 1.18% 19
2025
Q1
– Sell
-111,398
Closed -$28.3M – 99
2024
Q4
$28.3M Buy
111,398
+108,685
+4,006% +$28M 0.96% 17
2024
Q3
$661K Buy
2,713
+324
+14% +$75.5K 0.03% 60
2024
Q2
$548K Hold
2,389
– – 0.03% 68
2024
Q1
$563K Buy
2,389
+655
+38% +$147K 0.03% 59
2023
Q4
$381K Buy
+1,734
New +$347K 0.02% 63

Other funds holding VOT

Ocean Park Asset Management's VOT Position: Q2 2026 in Review

Ocean Park Asset Management opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 2,272 shares worth $696K. The stake represents 0.03% of the portfolio and ranks #73 among its holdings. This is a return to the name: Ocean Park Asset Management previously reported a position in VOT as recently as Q4 2025.

Ocean Park Asset Management first reported a position in VOT in Q4 2023 and has held it in 8 quarters since. The position peaked at $28.7M in Q3 2025. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Ocean Park Asset Management held 2,272 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $696K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Ocean Park Asset Management position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Ocean Park Asset Management's portfolio in Q2 2026, its #73 holding.
  • Ocean Park Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
  • Ocean Park Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $28.7M in Q3 2025.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Ocean Park Asset Management's 13F filing for Q2 2026, filed 10 Jul 2026.