Perryman Financial Advisory’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Perryman Financial Advisory’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	$461K	Hold	1,504	–	–	0.06%	140
2026 Q1	$387K	Hold	1,504	–	–	0.06%	137
2025 Q4	$420K	Buy	+1,504	New	+$430K	0.06%	130

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

Perryman Financial Advisory's VOT Position: Q2 2026 in Review

Perryman Financial Advisory held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,504 shares worth $461K. The position accounts for 0.06% of the portfolio, ranked #140.

Perryman Financial Advisory first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Perryman Financial Advisory held 1,504 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $461K as of Q2 2026.
Perryman Financial Advisory left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Perryman Financial Advisory's portfolio in Q2 2026, its #140 holding.
Perryman Financial Advisory first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Perryman Financial Advisory's 13F filing for Q2 2026, filed 24 Jul 2026.