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Redwood Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Redwood Investment Management’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 		$10.5M Buy
34,242
+2,701
+9% +$779K 1.04% 18
2026
Q1 		$8.12M Buy
31,541
+5,725
+22% +$1.57M 1.01% 19
2025
Q4 		$7.21M Buy
25,816
+2,829
+12% +$810K 0.81% 19
2025
Q3 		$6.75M Buy
22,987
+14,232
+163% +$4.11M 0.73% 16
2025
Q2 		$2.49M Buy
8,755
+1,861
+27% +$480K 0.26% 67
2025
Q1 		$1.69M Buy
6,894
+2,713
+65% +$705K 0.18% 108
2024
Q4 		$1.06M Sell
4,181
-2,976
-42% -$766K 0.1% 237
2024
Q3 		$1.74M Sell
7,157
-54,662
-88% -$12.7M 0.15% 165
2024
Q2 		$14.2M Buy
61,819
+13,640
+28% +$3.13M 1.23% 15
2024
Q1 		$11.4M Sell
48,179
-21,859
-31% -$4.9M 1.08% 14
2023
Q4 		$15.4M Buy
70,038
+1,064
+2% +$213K 1.41% 11
2023
Q3 		$13.4M Buy
68,974
+36,155
+110% +$7.38M 1.17% 11
2023
Q2 		$6.75M Buy
32,819
+1,167
+4% +$226K 0.7% 39
2023
Q1 		$6.17M Buy
31,652
+17,023
+116% +$3.26M 0.66% 38
2022
Q4 		$2.63M Sell
14,629
-14,920
-50% -$2.7M 0.35% 82
2022
Q3 		$5.04M Buy
29,549
+1,434
+5% +$271K 1.06% 16
2022
Q2 		$4.93M Buy
28,115
+2,707
+11% +$524K 0.83% 33
2022
Q1 		$5.66M Buy
25,408
+746
+3% +$165K 0.84% 30
2021
Q4 		$5.82M Buy
24,662
+2,030
+9% +$512K 0.76% 40
2021
Q3 		$5.35M Buy
22,632
+1,856
+9% +$449K 0.76% 27
2021
Q2 		$4.91M Buy
+20,776
New +$4.66M 0.8% 18

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

Redwood Investment Management's VOT Position: Q2 2026 in Review

Redwood Investment Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 8.6% in Q2 2026, buying an estimated $779K and bringing the position to 34,242 shares worth $10.5M. The position accounts for 1.04% of the portfolio, ranked #18.

Redwood Investment Management first reported a position in VOT in Q2 2021 and has held it in 21 quarters since. The position peaked at $15.4M in Q4 2023. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Redwood Investment Management held 34,242 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $10.5M as of Q2 2026.
  • Redwood Investment Management bought 2,701 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $779K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.04% of Redwood Investment Management's portfolio in Q2 2026, its #18 holding.
  • Redwood Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
  • Redwood Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $15.4M in Q4 2023.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Redwood Investment Management's 13F filing for Q2 2026, filed 17 Aug 2026.