Sage Investment Counsel’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sage Investment Counsel’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	$200K	Buy	+654	New	+$189K	0.2%	116

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

Sage Investment Counsel's VOT Position: Q2 2026 in Review

Sage Investment Counsel opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 654 shares worth $200K. The stake represents 0.2% of the portfolio and ranks #116 among its holdings.

598 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Sage Investment Counsel held 654 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $200K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Sage Investment Counsel position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.2% of Sage Investment Counsel's portfolio in Q2 2026, its #116 holding.
598 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sage Investment Counsel's 13F filing for Q2 2026, filed 22 Jul 2026.