Raymond James Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Raymond James Financial’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	$173M	Buy	564,845 +20,339	+4%	+$5.87M	0.05%	367
2026 Q1	$140M	Sell	544,506 -10,783	-2%	-$2.96M	0.04%	389
2025 Q4	$155M	Buy	555,289 +108,818	+24%	+$31.1M	0.05%	348
2025 Q3	$131M	Buy	446,471 +55,392	+14%	+$16M	0.04%	400
2025 Q2	$111M	Buy	391,079 +19,379	+5%	+$5M	0.04%	444
2025 Q1	$90.9M	Buy	371,700 +64,159	+21%	+$16.7M	0.03%	470
2024 Q4	$78M	Buy	+307,541	New	+$79.2M	0.03%	513

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

Raymond James Financial's VOT Position: Q2 2026 in Review

Raymond James Financial increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.7% in Q2 2026, buying an estimated $5.87M and bringing the position to 564,845 shares worth $173M. The position accounts for 0.05% of the portfolio, ranked #367.

Raymond James Financial first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Raymond James Financial held 564,845 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $173M as of Q2 2026.
Raymond James Financial bought 20,339 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.87M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Raymond James Financial's portfolio in Q2 2026, its #367 holding.
Raymond James Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Raymond James Financial's 13F filing for Q2 2026, filed 14 Aug 2026.