PCM
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Pennsylvania Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Pennsylvania Capital Management’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 		$1.5M Hold
4,882
– – 0.38% 38
2026
Q1 		$1.26M Hold
4,882
– – 0.36% 39
2025
Q4 		$1.36M Buy
4,882
+395
+9% +$113K 0.37% 40
2025
Q3 		$1.32M Hold
4,487
– – 0.38% 42
2025
Q2 		$1.28M Buy
+4,487
New +$1.16M 0.41% 40

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Pennsylvania Capital Management's VOT Position: Q2 2026 in Review

Pennsylvania Capital Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 4,882 shares worth $1.5M. The position accounts for 0.38% of the portfolio, ranked #38.

Pennsylvania Capital Management first reported a position in VOT in Q2 2025 and has held it in 5 quarters since. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Pennsylvania Capital Management held 4,882 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.5M as of Q2 2026.
  • Pennsylvania Capital Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.38% of Pennsylvania Capital Management's portfolio in Q2 2026, its #38 holding.
  • Pennsylvania Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Pennsylvania Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.