Oxford Financial Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Oxford Financial Group’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 Q1	–	Sell	-238	Closed	-$66.4K	–	326
2025 Q4	$66.4K	Hold	238	–	–	﹤0.01%	253
2025 Q3	$69.9K	Sell	238 -148	-38%	-$42.7K	﹤0.01%	240
2025 Q2	$110K	Hold	386	–	–	0.01%	222
2025 Q1	$94.4K	Hold	386	–	–	0.01%	227
2024 Q4	$97.9K	Hold	386	–	–	0.01%	260
2024 Q3	$94K	Hold	386	–	–	0.01%	253
2024 Q2	$88.6K	Buy	+386	New	+$88.5K	0.01%	272

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Oxford Financial Group's VOT Position: Q1 2026 in Review

Oxford Financial Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 238 shares — an estimated $66.4K sold.

Oxford Financial Group first reported a position in VOT in Q2 2024 and held it in 7 quarters. The position peaked at $110K in Q2 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Oxford Financial Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
Oxford Financial Group sold 238 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $66.4K.
Oxford Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and held it in 7 quarters.
Oxford Financial Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $110K in Q2 2025.
1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Oxford Financial Group's 13F filing for Q1 2026, filed 6 May 2026.