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Richards, Merrill & Peterson’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Richards, Merrill & Peterson’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 		$157K Sell
514
-35
-6% -$10.1K 0.05% 204
2026
Q1 		$141K Buy
549
+2
+0.4% +$549 0.05% 197
2025
Q4 		$153K Hold
547
– – 0.06% 179
2025
Q3 		$161K Hold
547
– – 0.07% 169
2025
Q2 		$155K Hold
547
– – 0.07% 160
2025
Q1 		$134K Hold
547
– – 0.07% 171
2024
Q4 		$139K Buy
+547
New +$141K 0.07% 161

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Richards, Merrill & Peterson's VOT Position: Q2 2026 in Review

Richards, Merrill & Peterson reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.4% in Q2 2026, selling an estimated $10.1K and leaving 514 shares worth $157K. The position accounts for 0.05% of the portfolio, ranked #204.

Richards, Merrill & Peterson first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $161K in Q3 2025. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Richards, Merrill & Peterson held 514 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $157K as of Q2 2026.
  • Richards, Merrill & Peterson sold 35 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $10.1K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Richards, Merrill & Peterson's portfolio in Q2 2026, its #204 holding.
  • Richards, Merrill & Peterson first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Richards, Merrill & Peterson's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $161K in Q3 2025.
  • 531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Richards, Merrill & Peterson's 13F filing for Q2 2026, filed 16 Jul 2026.