Ritholtz Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Ritholtz Wealth 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	$1.01M	Buy	3,295 +125	+4%	+$36.1K	0.02%	613
2026 Q1	$816K	Sell	3,170 -42	-1%	-$11.5K	0.01%	615
2025 Q4	$897K	Buy	3,212 +140	+5%	+$40.1K	0.02%	557
2025 Q3	$903K	Hold	3,072	–	–	0.02%	528
2025 Q2	$874K	Sell	3,072 -61	-2%	-$15.7K	0.02%	484
2025 Q1	$766K	Buy	3,133 +1	+0%	+$260	0.02%	469
2024 Q4	$795K	Buy	3,132 +146	+5%	+$37.6K	0.02%	435
2024 Q3	$727K	Buy	+2,986	New	+$695K	0.02%	456
2024 Q2	–	Sell	-938	Closed	-$221K	–	871
2024 Q1	$221K	Buy	+938	New	+$210K	0.01%	723

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

Ritholtz Wealth Management's VOT Position: Q2 2026 in Review

Ritholtz Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.9% in Q2 2026, buying an estimated $36.1K and bringing the position to 3,295 shares worth $1.01M. The position accounts for 0.02% of the portfolio, ranked #613.

Ritholtz Wealth Management first reported a position in VOT in Q1 2024 and has held it in 9 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Ritholtz Wealth Management held 3,295 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.01M as of Q2 2026.
Ritholtz Wealth Management bought 125 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $36.1K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Ritholtz Wealth Management's portfolio in Q2 2026, its #613 holding.
Ritholtz Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Ritholtz Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.