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Rossmore Private Capital’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Rossmore Private Capital’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 		$153K Hold
500
– – 0.01% 311
2026
Q1 		$129K Buy
500
+350
+233% +$96K 0.01% 296
2025
Q4 		$41.9K Hold
150
– – ﹤0.01% 329
2025
Q3 		$44.1K Buy
+150
New +$43.3K ﹤0.01% 296

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Rossmore Private Capital's VOT Position: Q2 2026 in Review

Rossmore Private Capital held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 500 shares worth $153K. The position accounts for 0.01% of the portfolio, ranked #311.

Rossmore Private Capital first reported a position in VOT in Q3 2025 and has held it in 4 quarters since. 694 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Rossmore Private Capital held 500 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $153K as of Q2 2026.
  • Rossmore Private Capital left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Rossmore Private Capital's portfolio in Q2 2026, its #311 holding.
  • Rossmore Private Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
  • 694 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Rossmore Private Capital's 13F filing for Q2 2026, filed 31 Jul 2026.