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 Q3	$203K	Sell	696 -110	-14%	-$33K	0.21%	59
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

October Effect's VOT Position: Q3 2026 in Review

October Effect reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 14% in Q3 2026, selling an estimated $33K and leaving 696 shares worth $203K. The position accounts for 0.21% of the portfolio, ranked #59.

October Effect first reported a position in VOT in Q2 2025 and has held it in 6 quarters since. The position peaked at $303K in Q2 2025. 738 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

October Effect held 696 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $203K as of Q3 2026.
October Effect sold 110 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $33K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.21% of October Effect's portfolio in Q3 2026, its #59 holding.
October Effect first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 6 quarters since.
October Effect's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $303K in Q2 2025.
738 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on October Effect's 13F filing for Q3 2026, filed 20 Oct 2026.