&Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

&Partners’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	$27.7M	Buy	90,532 +17,511	+24%	+$5.05M	0.11%	165
2026 Q1	$18.8M	Buy	73,021 +8,652	+13%	+$2.37M	0.09%	202
2025 Q4	$18M	Buy	64,369 +2,730	+4%	+$781K	0.09%	192
2025 Q3	$18.1M	Buy	61,639 +2,777	+5%	+$801K	0.12%	164
2025 Q2	$16.7M	Buy	58,862 +12,515	+27%	+$3.23M	0.13%	161
2025 Q1	$11.3M	Buy	46,347 +8,303	+22%	+$2.16M	0.12%	165
2024 Q4	$9.87M	Buy	38,044 +28,896	+316%	+$7.44M	0.12%	174
2024 Q3	$2.23M	Buy	9,148 +3,361	+58%	+$783K	0.04%	347
2024 Q2	$1.33M	Buy	5,787 +4,528	+360%	+$1.04M	0.06%	277
2024 Q1	$297K	Buy	+1,259	New	+$282K	0.04%	367

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

&Partners's VOT Position: Q2 2026 in Review

&Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 24% in Q2 2026, buying an estimated $5.05M and bringing the position to 90,532 shares worth $27.7M. The position accounts for 0.11% of the portfolio, ranked #165.

&Partners first reported a position in VOT in Q1 2024 and has held it in 10 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

&Partners held 90,532 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $27.7M as of Q2 2026.
&Partners bought 17,511 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.05M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of &Partners's portfolio in Q2 2026, its #165 holding.
&Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on &Partners's 13F filing for Q2 2026, filed 14 Aug 2026.