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Plante Moran Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Plante Moran Financial Advisors’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 		$1.38M Sell
4,497
-1,564
-26% -$451K 0.06% 34
2026
Q1 		$1.56M Sell
6,061
-3,765
-38% -$1.03M 0.1% 29
2025
Q4 		$2.74M Buy
9,826
+3,270
+50% +$936K 0.17% 22
2025
Q3 		$1.93M Sell
6,556
-231
-3% -$66.6K 0.12% 26
2025
Q2 		$1.93M Buy
6,787
+5,038
+288% +$1.3M 0.14% 26
2025
Q1 		$428K Sell
1,749
-155
-8% -$40.3K 0.04% 96
2024
Q4 		$483K Hold
1,904
– – 0.04% 90
2024
Q3 		$464K Hold
1,904
– – 0.04% 87
2024
Q2 		$437K Sell
1,904
-27
-1% -$6.19K 0.04% 88
2024
Q1 		$455K Sell
1,931
-2,377
-55% -$533K 0.05% 88
2023
Q4 		$946K Buy
4,308
+2,375
+123% +$475K 0.1% 51
2023
Q3 		$377K Buy
1,933
+59
+3% +$12K 0.05% 96
2023
Q2 		$386K Hold
1,874
– – 0.05% 95
2023
Q1 		$365K Buy
1,874
+247
+15% +$47.3K 0.05% 98
2022
Q4 		$292K Buy
1,627
+900
+124% +$163K 0.04% 119
2022
Q3 		$124K Hold
727
– – 0.02% 185
2022
Q2 		$128K Hold
727
– – 0.02% 192
2022
Q1 		$162K Sell
727
-480
-40% -$106K 0.03% 180
2021
Q4 		$307K Buy
1,207
+480
+66% +$121K 0.05% 135
2021
Q3 		$172K Hold
727
– – 0.04% 208
2021
Q2 		$172K Hold
727
– – 0.04% 194
2021
Q1 		$156K Sell
727
-450
-38% -$97.6K 0.04% 197
2020
Q4 		$250K Buy
1,177
+620
+111% +$122K 0.08% 139
2020
Q3 		$100K Sell
557
-69
-11% -$12.2K 0.04% 236
2020
Q2 		$103K Hold
626
– – 0.04% 204
2020
Q1 		$79K Hold
626
– – 0.04% 213
2019
Q4 		$99K Hold
626
– – 0.03% 230
2019
Q3 		$93K Hold
626
– – 0.03% 247
2019
Q2 		$93K Hold
626
– – 0.03% 230
2019
Q1 		$89K Buy
626
+606
+3,030% +$81.5K 0.03% 235
2018
Q4 		$2K Buy
+20
New +$2.57K ﹤0.01% 754

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

Plante Moran Financial Advisors's VOT Position: Q2 2026 in Review

Plante Moran Financial Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 26% in Q2 2026, selling an estimated $451K and leaving 4,497 shares worth $1.38M. The position accounts for 0.06% of the portfolio, ranked #34.

Plante Moran Financial Advisors first reported a position in VOT in Q4 2018 and has held it in 31 quarters since. The position peaked at $2.74M in Q4 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Plante Moran Financial Advisors held 4,497 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.38M as of Q2 2026.
  • Plante Moran Financial Advisors sold 1,564 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $451K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Plante Moran Financial Advisors's portfolio in Q2 2026, its #34 holding.
  • Plante Moran Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • Plante Moran Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.74M in Q4 2025.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Plante Moran Financial Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.