Robinswood Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Robinswood Financial’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	$17.8K	Hold	58	–	–	0.01%	246
2026 Q1	$15K	Hold	58	–	–	﹤0.01%	255
2025 Q4	$16.2K	Hold	58	–	–	0.01%	235
2025 Q3	$17.1K	Sell	58 -23	-28%	-$6.63K	0.01%	225
2025 Q2	$23K	Hold	81	–	–	0.01%	202
2025 Q1	$19.8K	Buy	81 +34	+72%	+$8.84K	0.01%	201
2024 Q4	$11.9K	Hold	47	–	–	﹤0.01%	187
2024 Q3	$11.4K	Hold	47	–	–	﹤0.01%	199
2024 Q2	$10.8K	Buy	47 +33	+236%	+$7.57K	﹤0.01%	205
2024 Q1	$3.28K	Sell	14 -46	-77%	-$10.3K	﹤0.01%	204
2023 Q4	$13.2K	Hold	60	–	–	0.01%	137
2023 Q3	$11.7K	Sell	60 -27	-31%	-$5.51K	0.01%	139
2023 Q2	$17.9K	Buy	+87	New	+$16.9K	0.01%	119

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

Robinswood Financial's VOT Position: Q2 2026 in Review

Robinswood Financial held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 58 shares worth $17.8K. The position accounts for 0.01% of the portfolio, ranked #246.

Robinswood Financial first reported a position in VOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $23K in Q2 2025. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Robinswood Financial held 58 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $17.8K as of Q2 2026.
Robinswood Financial 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 Robinswood Financial's portfolio in Q2 2026, its #246 holding.
Robinswood Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
Robinswood Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $23K in Q2 2025.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Robinswood Financial's 13F filing for Q2 2026, filed 15 Jul 2026.