OA
VOT icon

Operose Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Operose Advisors’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 		$7.21M Sell
23,535
-4,649
-16% -$1.34M 1.39% 10
2026
Q1 		$7.25M Sell
28,184
-3,927
-12% -$1.08M 1.68% 9
2025
Q4 		$8.96M Sell
32,111
-6,231
-16% -$1.78M 2.09% 9
2025
Q3 		$11.3M Sell
38,342
-667
-2% -$192K 2.81% 8
2025
Q2 		$11.1M Sell
39,009
-300
-0.8% -$77.4K 3.13% 7
2025
Q1 		$9.62M Buy
39,309
+563
+1% +$146K 3.19% 7
2024
Q4 		$9.83M Sell
38,746
-5,613
-13% -$1.44M 3.36% 6
2024
Q3 		$10.8M Sell
44,359
-512
-1% -$119K 3.49% 6
2024
Q2 		$10.3M Buy
44,871
+619
+1% +$142K 3.65% 5
2024
Q1 		$10.4M Sell
44,252
-3,378
-7% -$757K 3.52% 5
2023
Q4 		$10.5M Sell
47,630
-5,387
-10% -$1.08M 4.19% 5
2023
Q3 		$10.3M Sell
53,017
-23
-0% -$4.7K 4.09% 4
2023
Q2 		$10.9M Buy
53,040
+2,565
+5% +$497K 4.95% 4
2023
Q1 		$9.84M Sell
50,475
-118
-0.2% -$22.6K 4.89% 5
2022
Q4 		$9.09M Sell
50,593
-4,540
-8% -$823K 4.86% 5
2022
Q3 		$9.4M Buy
55,133
+4,140
+8% +$784K 6.17% 4
2022
Q2 		$8.94M Buy
50,993
+12,576
+33% +$2.43M 6.29% 4
2022
Q1 		$8.56M Buy
38,417
+11,230
+41% +$2.48M 5.92% 3
2021
Q4 		$6.92M Buy
+27,187
New +$6.85M 5.63% 3

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Operose Advisors's VOT Position: Q2 2026 in Review

Operose Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 16% in Q2 2026, selling an estimated $1.34M and leaving 23,535 shares worth $7.21M. The position accounts for 1.39% of the portfolio, ranked #10.

Operose Advisors first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $11.3M in Q3 2025. 1,038 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Operose Advisors held 23,535 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $7.21M as of Q2 2026.
  • Operose Advisors sold 4,649 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.34M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.39% of Operose Advisors's portfolio in Q2 2026, its #10 holding.
  • Operose Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Operose Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $11.3M in Q3 2025.
  • 1,038 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Operose Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.