Sanctuary Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sanctuary Advisors’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	$9.83M	Buy	32,081 +1	+0%	+$288	0.05%	407
2026 Q1	$8.26M	Sell	32,080 -4,138	-11%	-$1.14M	0.04%	418
2025 Q4	$10.1M	Buy	36,218 +2,267	+7%	+$649K	0.06%	347
2025 Q3	$9.97M	Buy	33,951 +5,427	+19%	+$1.57M	0.06%	331
2025 Q2	$8.11M	Buy	28,524 +1,887	+7%	+$487K	0.05%	376
2025 Q1	$6.52M	Buy	26,637 +5,400	+25%	+$1.4M	0.05%	403
2024 Q4	$5.8M	Sell	21,237 -153	-0.7%	-$39.4K	0.04%	463
2024 Q3	$5.75M	Buy	21,390 +1,477	+7%	+$344K	0.04%	461
2024 Q2	$4.52M	Buy	+19,913	New	+$4.57M	0.03%	494

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

Sanctuary Advisors's VOT Position: Q2 2026 in Review

Sanctuary Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0% in Q2 2026, buying an estimated $288 and bringing the position to 32,081 shares worth $9.83M. The position accounts for 0.05% of the portfolio, ranked #407.

Sanctuary Advisors first reported a position in VOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $10.1M in Q4 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Sanctuary Advisors held 32,081 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $9.83M as of Q2 2026.
Sanctuary Advisors bought 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $288.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Sanctuary Advisors's portfolio in Q2 2026, its #407 holding.
Sanctuary Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Sanctuary Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $10.1M in Q4 2025.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sanctuary Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.