Relyea Zuckerberg Hanson’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Relyea Zuckerberg Hanson’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	$278K	Buy	+906	New	+$261K	0.02%	251
2023 Q2	–	Sell	-1,446	Closed	-$282K	–	202
2023 Q1	$282K	Hold	1,446	–	–	0.07%	145
2022 Q4	$260K	Sell	1,446 -520	-26%	-$94.2K	0.07%	143
2022 Q3	$335K	Sell	1,966 -560	-22%	-$106K	0.12%	108
2022 Q2	$443K	Hold	2,526	–	–	0.17%	91
2022 Q1	$549K	Sell	2,526 -1,103	-30%	-$243K	0.18%	88
2021 Q4	$780K	Buy	3,629 +487	+15%	+$123K	0.28%	62
2021 Q3	$742K	Hold	3,142	–	–	0.29%	56
2021 Q2	$743K	Hold	3,142	–	–	0.31%	54
2021 Q1	$721K	Buy	3,142 +3	+0.1%	+$651	0.32%	52
2020 Q4	$666K	Buy	3,139 +5	+0.2%	+$985	0.36%	50
2020 Q3	$598K	Buy	3,134 +4	+0.1%	+$705	0.38%	52
2020 Q2	$517K	Buy	3,130 +7	+0.2%	+$1.06K	0.41%	53
2020 Q1	$396K	Buy	3,123 +6	+0.2%	+$911	0.43%	56
2019 Q4	$495K	Buy	+3,117	New	+$476K	0.48%	49

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

Relyea Zuckerberg Hanson's VOT Position: Q2 2026 in Review

Relyea Zuckerberg Hanson opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 906 shares worth $278K. The stake represents 0.02% of the portfolio and ranks #251 among its holdings. This is a return to the name: Relyea Zuckerberg Hanson previously reported a position in VOT as recently as Q1 2023.

Relyea Zuckerberg Hanson first reported a position in VOT in Q4 2019 and has held it in 15 quarters since. The position peaked at $780K in Q4 2021. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Relyea Zuckerberg Hanson held 906 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $278K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Relyea Zuckerberg Hanson position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Relyea Zuckerberg Hanson's portfolio in Q2 2026, its #251 holding.
Relyea Zuckerberg Hanson first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 15 quarters since.
Relyea Zuckerberg Hanson's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $780K in Q4 2021.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Relyea Zuckerberg Hanson's 13F filing for Q2 2026, filed 16 Jul 2026.