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

Robertson Stephens 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	$21.5M	Buy	70,074 +23,123	+49%	+$6.67M	0.53%	35
2026 Q1	$12.1M	Buy	46,951 +400	+0.9%	+$110K	0.34%	58
2025 Q4	$13M	Buy	46,551 +1,018	+2%	+$291K	0.34%	55
2025 Q3	$13.4M	Buy	45,533 +676	+2%	+$195K	0.4%	47
2025 Q2	$12.8M	Buy	44,857 +404	+0.9%	+$104K	0.41%	49
2025 Q1	$10.9M	Buy	44,453 +1,185	+3%	+$308K	0.37%	52
2024 Q4	$11M	Sell	43,268 -1,565	-3%	-$403K	0.39%	53
2024 Q3	$10.9M	Buy	+44,833	New	+$10.4M	0.4%	56
2023 Q1	–	Sell	-1,138	Closed	-$205K	–	464
2022 Q4	$205K	Buy	+1,138	New	+$206K	0.02%	394
2022 Q2	–	Sell	-1,138	Closed	-$253K	–	417
2022 Q1	$253K	Buy	+1,138	New	+$251K	0.02%	344

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

Robertson Stephens Wealth Management's VOT Position: Q2 2026 in Review

Robertson Stephens Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 49% in Q2 2026, buying an estimated $6.67M and bringing the position to 70,074 shares worth $21.5M. The position accounts for 0.53% of the portfolio, ranked #35.

Robertson Stephens Wealth Management first reported a position in VOT in Q1 2022 and has held it in 10 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Robertson Stephens Wealth Management held 70,074 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $21.5M as of Q2 2026.
Robertson Stephens Wealth Management bought 23,123 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.67M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.53% of Robertson Stephens Wealth Management's portfolio in Q2 2026, its #35 holding.
Robertson Stephens Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 10 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Robertson Stephens Wealth Management's 13F filing for Q2 2026, filed 29 Jul 2026.