Pathstone Holdings’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Pathstone Holdings’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	$4.97M	Buy	16,218 +1,929	+13%	+$556K	0.01%	646
2026 Q1	$3.68M	Hold	14,289	–	–	0.01%	706
2025 Q4	$3.99M	Sell	14,289 -150	-1%	-$42.9K	0.02%	658
2025 Q3	$4.25M	Sell	14,439 -1,406	-9%	-$406K	0.02%	623
2025 Q2	$4.5M	Sell	15,845 -994	-6%	-$256K	0.02%	578
2025 Q1	$4.12M	Buy	16,839 +912	+6%	+$237K	0.02%	628
2024 Q4	$4.04M	Buy	15,927 +10,627	+201%	+$2.74M	0.02%	628
2024 Q3	$1.29M	Sell	5,300 -653	-11%	-$152K	0.01%	1231
2024 Q2	$1.37M	Buy	5,953 +185	+3%	+$42.4K	0.01%	1126
2024 Q1	$1.36M	Buy	5,768 +180	+3%	+$40.3K	0.01%	1098
2023 Q4	$1.23M	Buy	+5,588	New	+$1.12M	0.01%	957

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

Pathstone Holdings's VOT Position: Q2 2026 in Review

Pathstone Holdings increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 13% in Q2 2026, buying an estimated $556K and bringing the position to 16,218 shares worth $4.97M. The position accounts for 0.01% of the portfolio, ranked #646.

Pathstone Holdings first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Pathstone Holdings held 16,218 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.97M as of Q2 2026.
Pathstone Holdings bought 1,929 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $556K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Pathstone Holdings's portfolio in Q2 2026, its #646 holding.
Pathstone Holdings first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Pathstone Holdings's 13F filing for Q2 2026, filed 13 Aug 2026.