Rosenblum Silverman Sutton’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Rosenblum Silverman Sutton’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 Q3	$1.21M	Hold	4,132	–	–	0.28%	51
2026 Q2	$1.27M	Buy	4,132 +180	+5%	+$51.9K	0.3%	48
2026 Q1	$1.02M	Buy	3,952 +805	+26%	+$221K	0.27%	50
2025 Q4	$878K	Buy	3,147 +382	+14%	+$109K	0.2%	53
2025 Q3	$812K	Buy	2,765 +300	+12%	+$86.5K	0.19%	52
2025 Q2	$701K	Sell	2,465 -9	-0.4%	-$2.32K	0.17%	54
2025 Q1	$605K	Buy	2,474 +488	+25%	+$127K	0.17%	56
2024 Q4	$504K	Buy	1,986 +148	+8%	+$38.1K	0.13%	61
2024 Q3	$447K	Buy	1,838 +160	+10%	+$37.3K	0.11%	64
2024 Q2	$385K	Buy	1,678 +370	+28%	+$84.9K	0.1%	63
2024 Q1	$308K	Buy	+1,308	New	+$293K	0.09%	67
2022 Q2	–	Sell	-945	Closed	-$211K	–	78
2022 Q1	$211K	Buy	+945	New	+$209K	0.05%	70

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Rosenblum Silverman Sutton's VOT Position: Q3 2026 in Review

Rosenblum Silverman Sutton held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 4,132 shares worth $1.21M. The position accounts for 0.28% of the portfolio, ranked #51.

Rosenblum Silverman Sutton first reported a position in VOT in Q1 2022 and has held it in 12 quarters since. The position peaked at $1.27M in Q2 2026. 785 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Rosenblum Silverman Sutton held 4,132 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.21M as of Q3 2026.
Rosenblum Silverman Sutton left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.28% of Rosenblum Silverman Sutton's portfolio in Q3 2026, its #51 holding.
Rosenblum Silverman Sutton first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 12 quarters since.
Rosenblum Silverman Sutton's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.27M in Q2 2026.
785 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q3 2026, filed 10 Nov 2026.