Pacific Center for Financial Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Pacific Center for Financial Services’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	$14.7K	Hold	48	–	–	﹤0.01%	309
2026 Q1	$12.4K	Sell	48 -7	-13%	-$1.92K	﹤0.01%	311
2025 Q4	$16.2K	Hold	55	–	–	﹤0.01%	285
2025 Q3	$16.2K	Hold	55	–	–	﹤0.01%	285
2025 Q2	$15.6K	Hold	55	–	–	﹤0.01%	274
2025 Q1	$13.5K	Hold	55	–	–	﹤0.01%	285
2024 Q4	$14K	Buy	55 +7	+15%	+$1.8K	﹤0.01%	283
2024 Q3	$11.7K	Hold	48	–	–	﹤0.01%	291
2024 Q2	$11K	Hold	48	–	–	﹤0.01%	288
2024 Q1	$11.3K	Hold	48	–	–	﹤0.01%	290
2023 Q4	$10.5K	Hold	48	–	–	﹤0.01%	275
2023 Q3	$9.35K	Hold	48	–	–	﹤0.01%	287
2023 Q2	$9.88K	Hold	48	–	–	﹤0.01%	277
2023 Q1	$9.36K	Buy	+48	New	+$9.19K	﹤0.01%	281
2022 Q3	$8K	Hold	48	–	–	﹤0.01%	297
2022 Q2	$8K	Hold	48	–	–	﹤0.01%	294
2022 Q1	$11K	Hold	48	–	–	﹤0.01%	272
2021 Q4	$12K	Hold	48	–	–	﹤0.01%	266
2021 Q3	$11K	Hold	48	–	–	﹤0.01%	278
2021 Q2	$11K	Hold	48	–	–	﹤0.01%	257
2021 Q1	$10K	Hold	48	–	–	﹤0.01%	253
2020 Q4	$10K	Hold	48	–	–	﹤0.01%	248
2020 Q3	$9K	Hold	48	–	–	﹤0.01%	218
2020 Q2	$8K	Hold	48	–	–	﹤0.01%	218
2020 Q1	$6K	Hold	48	–	–	﹤0.01%	218
2019 Q4	$8K	Hold	48	–	–	﹤0.01%	226
2019 Q3	$7K	Hold	48	–	–	﹤0.01%	237
2019 Q2	$7K	Hold	48	–	–	﹤0.01%	237
2019 Q1	$7K	Hold	48	–	–	﹤0.01%	238
2018 Q4	$6K	Buy	+48	New	+$6.16K	﹤0.01%	245

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

Pacific Center for Financial Services's VOT Position: Q2 2026 in Review

Pacific Center for Financial Services held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 48 shares worth $14.7K. The position accounts for ﹤0.01% of the portfolio, ranked #309.

Pacific Center for Financial Services first reported a position in VOT in Q4 2018 and has held it in 30 quarters since. The position peaked at $16.2K in Q4 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Pacific Center for Financial Services held 48 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $14.7K as of Q2 2026.
Pacific Center for Financial Services left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Pacific Center for Financial Services's portfolio in Q2 2026, its #309 holding.
Pacific Center for Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
Pacific Center for Financial Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $16.2K in Q4 2025.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Pacific Center for Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.