Ritter Daniher Financial Advisory’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Ritter Daniher Financial Advisory’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	$84.2K	Hold	275	–	–	0.01%	235
2026 Q1	$70.8K	Hold	275	–	–	0.01%	243
2025 Q4	$76.8K	Hold	275	–	–	0.01%	237
2025 Q3	$80.8K	Hold	275	–	–	0.01%	200
2025 Q2	$78.2K	Hold	275	–	–	0.02%	144
2025 Q1	$67.3K	Sell	275 -3	-1%	-$780	0.02%	137
2024 Q4	$70.5K	Hold	278	–	–	0.02%	135
2024 Q3	$67.7K	Buy	278 +3	+1%	+$699	0.02%	135
2024 Q2	$63.1K	Buy	275 +75	+38%	+$17.2K	0.02%	132
2024 Q1	$47.2K	Hold	200	–	–	0.02%	151
2023 Q4	$43.9K	Hold	200	–	–	0.02%	160
2023 Q3	$39K	Hold	200	–	–	0.02%	161
2023 Q2	$41.2K	Hold	200	–	–	0.02%	150
2023 Q1	$39K	Hold	200	–	–	0.02%	153
2022 Q4	$36K	Hold	200	–	–	0.02%	162
2022 Q3	$34K	Hold	200	–	–	0.02%	132
2022 Q2	$35K	Hold	200	–	–	0.02%	127
2022 Q1	$45K	Hold	200	–	–	0.03%	119
2021 Q4	$51K	Hold	200	–	–	0.03%	105
2021 Q3	$47K	Hold	200	–	–	0.03%	114
2021 Q2	$47K	Hold	200	–	–	0.04%	105
2021 Q1	$43K	Hold	200	–	–	0.03%	97
2020 Q4	$42K	Buy	+200	New	+$39.4K	0.04%	98

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

Ritter Daniher Financial Advisory's VOT Position: Q2 2026 in Review

Ritter Daniher Financial Advisory held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 275 shares worth $84.2K. The position accounts for 0.01% of the portfolio, ranked #235.

Ritter Daniher Financial Advisory first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Ritter Daniher Financial Advisory held 275 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $84.2K as of Q2 2026.
Ritter Daniher Financial Advisory left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Ritter Daniher Financial Advisory's portfolio in Q2 2026, its #235 holding.
Ritter Daniher Financial Advisory first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Ritter Daniher Financial Advisory's 13F filing for Q2 2026, filed 14 Jul 2026.