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

Rossby 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 		$743K Buy
2,429
+1,988
+451% +$573K 0.14% 147
2026
Q1 		$115K Buy
441
+166
+60% +$45.6K 0.02% 506
2025
Q4 		$76.8K Buy
275
+23
+9% +$6.58K 0.02% 458
2025
Q3 		$74.1K Buy
252
+4
+2% +$1.15K 0.02% 458
2025
Q2 		$70.5K Sell
248
-228
-48% -$58.8K 0.03% 426
2025
Q1 		$117K Sell
476
-1,981
-81% -$515K 0.05% 313
2024
Q4 		$623K Buy
+2,457
New +$632K 0.39% 64

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

Rossby Financial's VOT Position: Q2 2026 in Review

Rossby Financial increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 451% in Q2 2026, buying an estimated $573K and bringing the position to 2,429 shares worth $743K. The position accounts for 0.14% of the portfolio, ranked #147.

Rossby Financial first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Rossby Financial held 2,429 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $743K as of Q2 2026.
  • Rossby Financial bought 1,988 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $573K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.14% of Rossby Financial's portfolio in Q2 2026, its #147 holding.
  • Rossby Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Rossby Financial's 13F filing for Q2 2026, filed 4 Aug 2026.