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Patten Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Patten 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 		$263K Sell
860
-60
-7% -$17.3K 0.04% 301
2026
Q1 		$237K Sell
920
-380
-29% -$104K 0.04% 278
2025
Q4 		$363K Sell
1,300
-210
-14% -$60.1K 0.07% 239
2025
Q3 		$444K Buy
1,510
+399
+36% +$115K 0.09% 199
2025
Q2 		$316K Buy
+1,111
New +$286K 0.07% 229
2019
Q1 		– Sell
-834
Closed -$100K – 530
2018
Q4 		$100K Sell
834
-514
-38% -$66K 0.05% 216
2018
Q3 		$192K Buy
1,348
+63
+5% +$8.82K 0.07% 198
2018
Q2 		$173K Buy
1,285
+71
+6% +$9.43K 0.07% 200
2018
Q1 		$157K Hold
1,214
– – 0.06% 208
2017
Q4 		$155K Buy
1,214
+7
+0.6% +$878 0.06% 211
2017
Q3 		$147K Sell
1,207
-110
-8% -$13.1K 0.06% 219
2017
Q2 		$156K Buy
1,317
+411
+45% +$47.8K 0.06% 218
2017
Q1 		$102K Hold
906
– – 0.04% 242
2016
Q4 		$100K Buy
906
+476
+111% +$49.9K 0.04% 245
2016
Q3 		$44.5K Buy
430
+173
+67% +$18.3K 0.02% 330
2016
Q2 		$26.2K Sell
257
-38
-13% -$3.84K 0.01% 380
2016
Q1 		$29.6K Hold
295
– – 0.01% 363
2015
Q4 		$29.4K Hold
295
– – 0.01% 377
2015
Q3 		$28.7K Buy
295
+240
+436% +$25K 0.01% 337
2015
Q2 		$5.86K Buy
+55
New +$5.96K ﹤0.01% 495

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

Patten Group's VOT Position: Q2 2026 in Review

Patten Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.5% in Q2 2026, selling an estimated $17.3K and leaving 860 shares worth $263K. The position accounts for 0.04% of the portfolio, ranked #301.

Patten Group first reported a position in VOT in Q2 2015 and has held it in 20 quarters since. The position peaked at $444K in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Patten Group held 860 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $263K as of Q2 2026.
  • Patten Group sold 60 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $17.3K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Patten Group's portfolio in Q2 2026, its #301 holding.
  • Patten Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2015 and has held it in 20 quarters since.
  • Patten Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $444K in Q3 2025.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Patten Group's 13F filing for Q2 2026, filed 6 Aug 2026.