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Patriot Investment Management Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Patriot Investment Management Group’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 		$3.36M Hold
10,965
– – 0.19% 51
2026
Q1 		$2.82M Hold
10,965
– – 0.18% 55
2025
Q4 		$3.06M Hold
10,965
– – 0.19% 53
2025
Q3 		$3.22M Sell
10,965
-7
-0.1% -$2.02K 0.21% 53
2025
Q2 		$3.12M Hold
10,972
– – 0.22% 53
2025
Q1 		$2.68M Hold
10,972
– – 0.2% 54
2024
Q4 		$2.78M Hold
10,972
– – 0.21% 55
2024
Q3 		$2.67M Hold
10,972
– – 0.2% 52
2024
Q2 		$2.52M Sell
10,972
-4
-0% -$917 0.2% 53
2024
Q1 		$2.59M Hold
10,976
– – 0.2% 53
2023
Q4 		$2.41M Sell
10,976
-3
-0% -$600 0.21% 54
2023
Q3 		$2.14M Sell
10,979
-2,900
-21% -$592K 0.2% 56
2023
Q2 		$2.86M Hold
13,879
– – 0.24% 53
2023
Q1 		$2.7M Hold
13,879
– – 0.24% 53
2022
Q4 		$2.71M Sell
13,879
-1
-0% -$181 0.24% 54
2022
Q3 		$2.37M Buy
13,880
+5
+0% +$946 0.24% 58
2022
Q2 		$2.43M Buy
13,875
+2,891
+26% +$560K 0.24% 57
2022
Q1 		$2.45M Sell
10,984
-93
-0.8% -$20.5K 0.21% 56
2021
Q4 		$2.82M Buy
11,077
+129
+1% +$32.5K 0.24% 52
2021
Q3 		$2.59M Hold
10,948
– – 0.23% 50
2021
Q2 		$2.59M Hold
10,948
– – 0.24% 52
2021
Q1 		$2.35M Buy
+10,948
New +$2.37M 0.23% 58
2020
Q4 		– Sell
-10,950
Closed -$1.97M – 210
2020
Q3 		$1.97M Sell
10,950
-233
-2% -$41.1K 0.24% 58
2020
Q2 		$1.85M Hold
11,183
– – 0.23% 56
2020
Q1 		$1.42M Sell
11,183
-25
-0.2% -$3.8K 0.22% 61
2019
Q4 		$1.78M Hold
11,208
– – 0.23% 60
2019
Q3 		$1.66M Sell
11,208
-58
-0.5% -$8.69K 0.23% 58
2019
Q2 		$1.68M Hold
11,266
– – 0.24% 60
2019
Q1 		$1.61M Buy
+11,266
New +$1.52M 0.24% 60

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Patriot Investment Management Group's VOT Position: Q2 2026 in Review

Patriot Investment Management Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 10,965 shares worth $3.36M. The position accounts for 0.19% of the portfolio, ranked #51.

Patriot Investment Management Group first reported a position in VOT in Q1 2019 and has held it in 29 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Patriot Investment Management Group held 10,965 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.36M as of Q2 2026.
  • Patriot Investment Management Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.19% of Patriot Investment Management Group's portfolio in Q2 2026, its #51 holding.
  • Patriot Investment Management Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2019 and has held it in 29 quarters since.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Patriot Investment Management Group's 13F filing for Q2 2026, filed 15 Jul 2026.