Parsons Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Parsons Capital Management’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	$357K	Sell	1,164 -5	-0.4%	-$1.44K	0.02%	421
2026 Q1	$301K	Sell	1,169 -147	-11%	-$40.3K	0.01%	417
2025 Q4	$367K	Buy	1,316 +5	+0.4%	+$1.43K	0.02%	366
2025 Q3	$385K	Buy	1,311 +195	+17%	+$56.3K	0.02%	353
2025 Q2	$317K	Sell	1,116 -10	-0.9%	-$2.58K	0.02%	361
2025 Q1	$275K	Hold	1,126	–	–	0.02%	379
2024 Q4	$286K	Sell	1,126 -3	-0.3%	-$772	0.02%	384
2024 Q3	$275K	Hold	1,129	–	–	0.02%	390
2024 Q2	$259K	Buy	+1,129	New	+$259K	0.02%	393
2022 Q1	–	Sell	-804	Closed	-$205K	–	445
2021 Q4	$205K	Buy	+804	New	+$203K	0.01%	421

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

Parsons Capital Management's VOT Position: Q2 2026 in Review

Parsons Capital Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.43% in Q2 2026, selling an estimated $1.44K and leaving 1,164 shares worth $357K. The position accounts for 0.02% of the portfolio, ranked #421.

Parsons Capital Management first reported a position in VOT in Q4 2021 and has held it in 10 quarters since. The position peaked at $385K in Q3 2025. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Parsons Capital Management held 1,164 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $357K as of Q2 2026.
Parsons Capital Management sold 5 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.44K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Parsons Capital Management's portfolio in Q2 2026, its #421 holding.
Parsons Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 10 quarters since.
Parsons Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $385K in Q3 2025.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Parsons Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.