Patriot Financial Group Insurance Agency’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Patriot Financial Group Insurance Agency’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	$935K	Sell	3,053 -2,223	-42%	-$641K	0.1%	235
2026 Q1	$1.36M	Buy	5,276 +2,911	+123%	+$799K	0.08%	264
2025 Q4	$660K	Sell	2,365 -276	-10%	-$79K	0.08%	258
2025 Q3	$776K	Sell	2,641 -4	-0.2%	-$1.15K	0.1%	228
2025 Q2	$752K	Buy	2,645 +134	+5%	+$34.6K	0.09%	252
2025 Q1	$614K	Buy	2,511 +113	+5%	+$29.4K	0.08%	261
2024 Q4	$608K	Sell	2,398 -204	-8%	-$52.5K	0.08%	255
2024 Q3	$634K	Buy	2,602 +106	+4%	+$24.7K	0.09%	255
2024 Q2	$573K	Buy	2,496 +659	+36%	+$151K	0.08%	254
2024 Q1	$433K	Buy	1,837 +437	+31%	+$97.9K	0.07%	294
2023 Q4	$307K	Buy	+1,400	New	+$280K	0.06%	327
2022 Q3	–	Sell	-123	Closed	-$22K	–	1905
2022 Q2	$22K	Buy	123 +17	+16%	+$3.29K	﹤0.01%	980
2022 Q1	$24K	Sell	106 -13	-11%	-$2.87K	﹤0.01%	1022
2021 Q4	$30K	Buy	119 +11	+10%	+$2.77K	0.01%	1061
2021 Q3	$26K	Sell	108 -59	-35%	-$14.3K	﹤0.01%	1099
2021 Q2	$39K	Buy	167 +131	+364%	+$29.4K	0.01%	924
2021 Q1	$8K	Sell	36 -100	-74%	-$21.7K	﹤0.01%	1441
2020 Q4	$29K	Buy	136 +4	+3%	+$788	0.01%	869
2020 Q3	$24K	Buy	132 +12	+10%	+$2.12K	0.01%	749
2020 Q2	$20K	Sell	120 -357	-75%	-$54K	0.01%	749
2020 Q1	$60K	Hold	477	–	–	0.03%	418
2019 Q4	$76K	Hold	477	–	–	0.03%	397
2019 Q3	$71K	Sell	477 -6	-1%	-$899	0.03%	377
2019 Q2	$73K	Hold	483	–	–	0.03%	373
2019 Q1	$69K	Buy	483 +463	+2,315%	+$62.3K	0.04%	335
2018 Q4	$2K	Hold	20	–	–	﹤0.01%	859
2018 Q3	$3K	Buy	+20	New	+$2.8K	﹤0.01%	827

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Patriot Financial Group Insurance Agency's VOT Position: Q2 2026 in Review

Patriot Financial Group Insurance Agency reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 42% in Q2 2026, selling an estimated $641K and leaving 3,053 shares worth $935K. The position accounts for 0.1% of the portfolio, ranked #235.

Patriot Financial Group Insurance Agency first reported a position in VOT in Q3 2018 and has held it in 27 quarters since. The position peaked at $1.36M in Q1 2026. 743 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Patriot Financial Group Insurance Agency held 3,053 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $935K as of Q2 2026.
Patriot Financial Group Insurance Agency sold 2,223 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $641K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.1% of Patriot Financial Group Insurance Agency's portfolio in Q2 2026, its #235 holding.
Patriot Financial Group Insurance Agency first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2018 and has held it in 27 quarters since.
Patriot Financial Group Insurance Agency's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.36M in Q1 2026.
743 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Patriot Financial Group Insurance Agency's 13F filing for Q2 2026, filed 16 Jul 2026.