Proffitt & Goodson’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Proffitt & Goodson’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	$275K	Hold	899	–	–	0.04%	114
2026 Q1	$231K	Hold	899	–	–	0.04%	115
2025 Q4	$251K	Hold	899	–	–	0.04%	109
2025 Q3	$264K	Hold	899	–	–	0.04%	105
2025 Q2	$256K	Hold	899	–	–	0.04%	103
2025 Q1	$220K	Hold	899	–	–	0.04%	106
2024 Q4	$228K	Hold	899	–	–	0.04%	104
2024 Q3	$219K	Hold	899	–	–	0.04%	108
2024 Q2	$206K	Hold	899	–	–	0.04%	105
2024 Q1	$212K	Hold	899	–	–	0.04%	107
2023 Q4	$197K	Hold	899	–	–	0.04%	106
2023 Q3	$175K	Sell	899 -156	-15%	-$31.9K	0.04%	107
2023 Q2	$217K	Hold	1,055	–	–	0.04%	102
2023 Q1	$206K	Sell	1,055 -88	-8%	-$16.8K	0.04%	107
2022 Q4	$205K	Hold	1,143	–	–	0.04%	103
2022 Q3	$195K	Hold	1,143	–	–	0.04%	108
2022 Q2	$200K	Sell	1,143 -392	-26%	-$75.9K	0.04%	107
2022 Q1	$342K	Buy	+1,535	New	+$339K	0.06%	98
2019 Q1	–	Sell	-63	Closed	-$8K	–	228
2018 Q4	$8K	Buy	+63	New	+$8.09K	﹤0.01%	131

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

Proffitt & Goodson's VOT Position: Q2 2026 in Review

Proffitt & Goodson held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 899 shares worth $275K. The position accounts for 0.04% of the portfolio, ranked #114.

Proffitt & Goodson first reported a position in VOT in Q4 2018 and has held it in 19 quarters since. The position peaked at $342K in Q1 2022. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Proffitt & Goodson held 899 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $275K as of Q2 2026.
Proffitt & Goodson left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Proffitt & Goodson's portfolio in Q2 2026, its #114 holding.
Proffitt & Goodson first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 19 quarters since.
Proffitt & Goodson's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $342K in Q1 2022.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Proffitt & Goodson's 13F filing for Q2 2026, filed 22 Jul 2026.