Private Client Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
Other funds holding VOT
Private Client Services's VOT Position: Q3 2026 in Review
Private Client Services increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.3% in Q3 2026, buying an estimated $10.5K and bringing the position to 700 shares worth $205K. The position accounts for 0.05% of the portfolio, ranked #228.
Private Client Services first reported a position in VOT in Q4 2023 and has held it in 6 quarters since. The position peaked at $218K in Q1 2024. 187 funds tracked by Wall St. Rank hold VOT as of Q3 2026.
- Private Client Services held 700 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $205K as of Q3 2026.
- Private Client Services bought 35 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $10.5K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Private Client Services's portfolio in Q3 2026, its #228 holding.
- Private Client Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 6 quarters since.
- Private Client Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $218K in Q1 2024.
- 187 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.
Based on Private Client Services's 13F filing for Q3 2026, filed 2 Oct 2026.