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Rockbridge Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Rockbridge Investment 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 		$482K Hold
1,575
– – 0.04% 100
2026
Q1 		$405K Sell
1,575
-107
-6% -$29.4K 0.04% 106
2025
Q4 		$470K Sell
1,682
-15
-0.9% -$4.29K 0.04% 93
2025
Q3 		$499K Buy
1,697
+54
+3% +$15.6K 0.05% 91
2025
Q2 		$467K Sell
1,643
-248
-13% -$63.9K 0.05% 93
2025
Q1 		$463K Sell
1,891
-588
-24% -$153K 0.05% 89
2024
Q4 		$629K Hold
2,479
– – 0.08% 74
2024
Q3 		$603K Sell
2,479
-274
-10% -$63.8K 0.08% 74
2024
Q2 		$632K Hold
2,753
– – 0.09% 68
2024
Q1 		$649K Sell
2,753
-205
-7% -$45.9K 0.1% 64
2023
Q4 		$650K Sell
2,958
-199
-6% -$39.8K 0.1% 63
2023
Q3 		$615K Buy
3,157
+22
+0.7% +$4.49K 0.11% 61
2023
Q2 		$645K Sell
3,135
-780
-20% -$151K 0.11% 60
2023
Q1 		$763K Sell
3,915
-442
-10% -$84.6K 0.14% 56
2022
Q4 		$783K Sell
4,357
-63
-1% -$11.4K 0.16% 54
2022
Q3 		$754K Buy
4,420
+67
+2% +$12.7K 0.18% 52
2022
Q2 		$763K Buy
4,353
+587
+16% +$114K 0.17% 50
2022
Q1 		$845K Hold
3,766
– – 0.13% 74
2021
Q4 		$959K Buy
3,766
+1
+0% +$252 0.14% 71
2021
Q3 		$890K Hold
3,765
– – 0.15% 67
2021
Q2 		$890K Hold
3,765
– – 0.15% 66
2021
Q1 		$808K Hold
3,765
– – 0.15% 62
2020
Q4 		$798K Hold
3,765
– – 0.16% 63
2020
Q3 		$678K Hold
3,765
– – 0.16% 64
2020
Q2 		$622K Buy
+3,765
New +$569K 0.16% 66

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Rockbridge Investment Management's VOT Position: Q2 2026 in Review

Rockbridge Investment Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,575 shares worth $482K. The position accounts for 0.04% of the portfolio, ranked #100.

Rockbridge Investment Management first reported a position in VOT in Q2 2020 and has held it in 25 quarters since. The position peaked at $959K in Q4 2021. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Rockbridge Investment Management held 1,575 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $482K as of Q2 2026.
  • Rockbridge Investment Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Rockbridge Investment Management's portfolio in Q2 2026, its #100 holding.
  • Rockbridge Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Rockbridge Investment Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $959K in Q4 2021.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Rockbridge Investment Management's 13F filing for Q2 2026, filed 14 Aug 2026.