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 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

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

Rosenblum Silverman Sutton's VOT Position: Q2 2026 in Review

Rosenblum Silverman Sutton increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.6% in Q2 2026, buying an estimated $51.9K and bringing the position to 4,132 shares worth $1.27M. The position accounts for 0.3% of the portfolio, ranked #48.

Rosenblum Silverman Sutton first reported a position in VOT in Q1 2022 and has held it in 11 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Rosenblum Silverman Sutton held 4,132 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.27M as of Q2 2026.
Rosenblum Silverman Sutton bought 180 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $51.9K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.3% of Rosenblum Silverman Sutton's portfolio in Q2 2026, its #48 holding.
Rosenblum Silverman Sutton first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 11 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Rosenblum Silverman Sutton's 13F filing for Q2 2026, filed 13 Aug 2026.