Rockefeller Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Rockefeller Capital 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	$101M	Buy	328,799 +653	+0.2%	+$188K	0.15%	124
2026 Q1	$84.4M	Sell	328,146 -96,284	-23%	-$26.4M	0.15%	131
2025 Q4	$118M	Sell	424,430 -2,811	-0.7%	-$804K	0.21%	90
2025 Q3	$126M	Buy	427,241 +25,640	+6%	+$7.4M	0.25%	79
2025 Q2	$114M	Sell	401,601 -26,294	-6%	-$6.78M	0.25%	80
2025 Q1	$105M	Sell	427,895 -37,119	-8%	-$9.65M	0.26%	79
2024 Q4	$118M	Sell	465,014 -350	-0.1%	-$90.1K	0.31%	62
2024 Q3	$113M	Sell	465,364 -40,783	-8%	-$9.5M	0.3%	70
2024 Q2	$116M	Buy	506,147 +296	+0.1%	+$67.9K	0.33%	65
2024 Q1	$119M	Buy	505,851 +12,256	+2%	+$2.75M	0.35%	63
2023 Q4	$108M	Sell	493,595 -3,397	-0.7%	-$679K	0.36%	58
2023 Q3	$96.8M	Buy	496,992 +20,969	+4%	+$4.28M	0.37%	63
2023 Q2	$97.6M	Buy	476,023 +336,605	+241%	+$65.2M	0.38%	55
2023 Q1	$27.2M	Sell	139,418 -1,280	-0.9%	-$245K	0.12%	199
2022 Q4	$25.3M	Buy	140,698 +1,766	+1%	+$320K	0.13%	183
2022 Q3	$23.7M	Buy	138,932 +119,807	+626%	+$22.7M	0.12%	181
2022 Q2	$3.35M	Buy	19,125 +3,556	+23%	+$688K	0.02%	615
2022 Q1	$3.47M	Buy	15,569 +6,938	+80%	+$1.53M	0.02%	633
2021 Q4	$2.2M	Buy	8,631 +1,386	+19%	+$349K	0.01%	762
2021 Q3	$1.71M	Sell	7,245 -1,413	-16%	-$342K	0.01%	806
2021 Q2	$2.05M	Buy	8,658 +733	+9%	+$164K	0.01%	712
2021 Q1	$1.7M	Sell	7,925 -1,886	-19%	-$409K	0.01%	631
2020 Q4	$2.08M	Sell	9,811 -632	-6%	-$124K	0.02%	512
2020 Q3	$1.88M	Sell	10,443 -4,352	-29%	-$767K	0.02%	442
2020 Q2	$2.44M	Sell	14,795 -693	-4%	-$105K	0.03%	360
2020 Q1	$1.96M	Buy	15,488 +1,677	+12%	+$255K	0.03%	341
2019 Q4	$2.19M	Buy	13,811 +5,012	+57%	+$765K	0.03%	332
2019 Q3	$1.3M	Buy	8,799 +8,419	+2,216%	+$1.26M	0.02%	351
2019 Q2	$57K	Hold	380	–	–	﹤0.01%	790
2019 Q1	$54K	Buy	+380	New	+$51.1K	﹤0.01%	901

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

Rockefeller Capital Management's VOT Position: Q2 2026 in Review

Rockefeller Capital Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.2% in Q2 2026, buying an estimated $188K and bringing the position to 328,799 shares worth $101M. The position accounts for 0.15% of the portfolio, ranked #124.

Rockefeller Capital Management first reported a position in VOT in Q1 2019 and has held it in 30 quarters since. The position peaked at $126M in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Rockefeller Capital Management held 328,799 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $101M as of Q2 2026.
Rockefeller Capital Management bought 653 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $188K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.15% of Rockefeller Capital Management's portfolio in Q2 2026, its #124 holding.
Rockefeller Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
Rockefeller Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $126M in Q3 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Rockefeller Capital Management's 13F filing for Q2 2026, filed 13 Aug 2026.