October Effect’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

October Effect’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	$247K	Sell	806 -20	-2%	-$5.77K	0.23%	60
2026 Q1	$213K	Sell	826 -30	-4%	-$8.23K	0.24%	59
2025 Q4	$239K	Hold	856	–	–	0.26%	52
2025 Q3	$251K	Sell	856 -210	-20%	-$60.6K	0.28%	46
2025 Q2	$303K	Buy	+1,066	New	+$275K	0.37%	42

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

October Effect's VOT Position: Q2 2026 in Review

October Effect reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.4% in Q2 2026, selling an estimated $5.77K and leaving 806 shares worth $247K. The position accounts for 0.23% of the portfolio, ranked #60.

October Effect first reported a position in VOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $303K in Q2 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

October Effect held 806 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $247K as of Q2 2026.
October Effect sold 20 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.77K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.23% of October Effect's portfolio in Q2 2026, its #60 holding.
October Effect first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
October Effect's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $303K in Q2 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on October Effect's 13F filing for Q2 2026, filed 21 Jul 2026.