PFG Investments’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

PFG Investments’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	$560K	Sell	1,828 -34	-2%	-$9.81K	0.02%	609
2026 Q1	$479K	Buy	1,862 +763	+69%	+$209K	0.02%	626
2025 Q4	$307K	Buy	1,099 +37	+3%	+$10.6K	0.01%	798
2025 Q3	$312K	Buy	1,062 +20	+2%	+$5.77K	0.02%	772
2025 Q2	$296K	Buy	1,042 +89	+9%	+$22.9K	0.02%	742
2025 Q1	$233K	Buy	+953	New	+$248K	0.02%	825
2024 Q3	–	Sell	-1,929	Closed	-$443K	–	1063
2024 Q2	$443K	Sell	1,929 -4,393	-69%	-$1.01M	0.03%	493
2024 Q1	$1.49M	Buy	6,322 +4,900	+345%	+$1.1M	0.09%	252
2023 Q4	$312K	Buy	1,422 +3	+0.2%	+$600	0.06%	341
2023 Q3	$276K	Buy	1,419 +2	+0.1%	+$408	0.05%	369
2023 Q2	$292K	Buy	1,417 +5	+0.4%	+$969	0.05%	372
2023 Q1	$275K	Buy	+1,412	New	+$270K	0.06%	362

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

PFG Investments's VOT Position: Q2 2026 in Review

PFG Investments reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.8% in Q2 2026, selling an estimated $9.81K and leaving 1,828 shares worth $560K. The position accounts for 0.02% of the portfolio, ranked #609.

PFG Investments first reported a position in VOT in Q1 2023 and has held it in 12 quarters since. The position peaked at $1.49M in Q1 2024. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

PFG Investments held 1,828 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $560K as of Q2 2026.
PFG Investments sold 34 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $9.81K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of PFG Investments's portfolio in Q2 2026, its #609 holding.
PFG Investments first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 12 quarters since.
PFG Investments's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.49M in Q1 2024.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on PFG Investments's 13F filing for Q2 2026, filed 23 Jul 2026.