Ridgewood Investments’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Ridgewood Investments’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	$724K	Sell	2,365 -60	-2%	-$17.3K	0.27%	120
2026 Q1	$624K	Buy	+2,425	New	+$665K	0.26%	120
2025 Q3	$814K	Sell	2,770 -41	-1%	-$11.8K	0.34%	85
2025 Q2	$799K	Sell	2,811 -129	-4%	-$33.3K	0.35%	83
2025 Q1	$719K	Sell	2,940 -332	-10%	-$86.3K	0.34%	88
2024 Q4	$830K	Sell	3,272 -96	-3%	-$24.7K	0.4%	78
2024 Q3	$820K	Sell	3,368 -311	-8%	-$72.4K	0.41%	74
2024 Q2	$845K	Sell	3,679 -459	-11%	-$105K	0.42%	71
2024 Q1	$976K	Buy	4,138 +42	+1%	+$9.41K	0.52%	59
2023 Q4	$899K	Sell	4,096 -112	-3%	-$22.4K	0.53%	60
2023 Q3	$820K	Hold	4,208	–	–	0.54%	57
2023 Q2	$866K	Sell	4,208 -13	-0.3%	-$2.52K	0.49%	54
2023 Q1	$823K	Sell	4,221 -167	-4%	-$32K	0.5%	47
2022 Q4	$789K	Sell	4,388 -370	-8%	-$67K	0.56%	50
2022 Q3	$811K	Sell	4,758 -123	-3%	-$23.3K	0.68%	43
2022 Q2	$856K	Sell	4,881 -836	-15%	-$162K	0.67%	41
2022 Q1	$1.27M	Sell	5,717 -14	-0.2%	-$3.09K	0.84%	22
2021 Q4	$1.46M	Buy	5,731 +9	+0.2%	+$2.27K	0.93%	21
2021 Q3	$1.35M	Sell	5,722 -77	-1%	-$18.6K	0.92%	20
2021 Q2	$1.37M	Sell	5,799 -27	-0.5%	-$6.05K	0.88%	24
2021 Q1	$1.25M	Buy	5,826 +1,387	+31%	+$301K	0.77%	32
2020 Q4	$800K	Hold	4,439	–	–	0.63%	46
2020 Q3	$800K	Buy	4,439 +1,075	+32%	+$190K	0.63%	47
2020 Q2	$555K	Buy	+3,364	New	+$509K	0.46%	69

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

Ridgewood Investments's VOT Position: Q2 2026 in Review

Ridgewood Investments reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.5% in Q2 2026, selling an estimated $17.3K and leaving 2,365 shares worth $724K. The position accounts for 0.27% of the portfolio, ranked #120.

Ridgewood Investments first reported a position in VOT in Q2 2020 and has held it in 24 quarters since. The position peaked at $1.46M in Q4 2021. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Ridgewood Investments held 2,365 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $724K as of Q2 2026.
Ridgewood Investments sold 60 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $17.3K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.27% of Ridgewood Investments's portfolio in Q2 2026, its #120 holding.
Ridgewood Investments first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 24 quarters since.
Ridgewood Investments's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.46M in Q4 2021.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Ridgewood Investments's 13F filing for Q2 2026, filed 3 Aug 2026.