S.A. Mason’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

S.A. Mason’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	$306K	Hold	1,000	–	–	0.09%	175
2026 Q1	$257K	Hold	1,000	–	–	0.1%	180
2025 Q4	$279K	Hold	1,000	–	–	0.11%	165
2025 Q3	$294K	Hold	1,000	–	–	0.13%	149
2025 Q2	$284K	Hold	1,000	–	–	0.14%	140
2025 Q1	$245K	Hold	1,000	–	–	0.13%	154
2024 Q4	$254K	Hold	1,000	–	–	0.13%	148
2024 Q3	$243K	Hold	1,000	–	–	0.13%	150
2024 Q2	$230K	Sell	1,000 -70	-7%	-$16.1K	0.13%	150
2024 Q1	$252K	Sell	1,070 -75	-7%	-$16.8K	0.15%	140
2023 Q4	$251K	Buy	1,145 +66	+6%	+$13.2K	0.17%	137
2023 Q3	$210K	Hold	1,079	–	–	0.15%	146
2023 Q2	$210K	Hold	1,079	–	–	0.15%	153
2023 Q1	$210K	Hold	1,079	–	–	0.15%	153
2022 Q4	$194K	Hold	1,079	–	–	0.15%	150
2022 Q3	$184K	Hold	1,079	–	–	0.15%	155
2022 Q2	$189K	Hold	1,079	–	–	0.14%	159
2022 Q1	$240K	Hold	1,079	–	–	0.15%	143
2021 Q4	$275K	Hold	1,079	–	–	0.17%	137
2021 Q3	$255K	Hold	1,079	–	–	0.17%	139
2021 Q2	$255K	Hold	1,079	–	–	0.18%	142
2021 Q1	$232K	Hold	1,079	–	–	0.17%	144
2020 Q4	$229K	Hold	1,079	–	–	0.19%	134
2020 Q3	$194K	Hold	1,079	–	–	0.18%	132
2020 Q2	$178K	Buy	1,079 +75	+7%	+$11.3K	0.19%	129
2020 Q1	$127K	Hold	1,004	–	–	0.15%	136
2019 Q4	$159K	Buy	+1,004	New	+$153K	0.15%	139

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

S.A. Mason's VOT Position: Q2 2026 in Review

S.A. Mason held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,000 shares worth $306K. The position accounts for 0.09% of the portfolio, ranked #175.

S.A. Mason first reported a position in VOT in Q4 2019 and has held it in 27 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

S.A. Mason held 1,000 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $306K as of Q2 2026.
S.A. Mason left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.09% of S.A. Mason's portfolio in Q2 2026, its #175 holding.
S.A. Mason first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on S.A. Mason's 13F filing for Q2 2026, filed 31 Jul 2026.