Private Client Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$204K Buy
+665
New +$192K 0.05% 223
2025
Q4
Sell
-685
Closed -$201K 211
2025
Q3
$201K Buy
+685
New +$198K 0.07% 195
2024
Q3
Sell
-899
Closed -$206K 177
2024
Q2
$206K Sell
899
-27
-3% -$6.19K 0.13% 133
2024
Q1
$218K Sell
926
-16
-2% -$3.58K 0.15% 121
2023
Q4
$207K Buy
+942
New +$188K 0.17% 130

Other funds holding VOT

Private Client Services's VOT Position: Q2 2026 in Review

Private Client Services opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 665 shares worth $204K. The stake represents 0.05% of the portfolio and ranks #223 among its holdings. This is a return to the name: Private Client Services previously reported a position in VOT as recently as Q3 2025.

Private Client Services first reported a position in VOT in Q4 2023 and has held it in 5 quarters since. The position peaked at $218K in Q1 2024. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Private Client Services held 665 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $204K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Private Client Services position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Private Client Services's portfolio in Q2 2026, its #223 holding.
  • Private Client Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 5 quarters since.
  • Private Client Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $218K in Q1 2024.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Private Client Services's 13F filing for Q2 2026, filed 6 Jul 2026.