SC&H Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

SC&H Financial 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	$1.15M	Hold	3,751	–	–	0.15%	64
2026 Q1	$965K	Hold	3,751	–	–	0.15%	67
2025 Q4	$1.05M	Buy	3,751 +129	+4%	+$36.9K	0.16%	63
2025 Q3	$1.06M	Buy	3,622 +51	+1%	+$14.7K	0.17%	63
2025 Q2	$1.02M	Hold	3,571	–	–	0.17%	64
2025 Q1	$874K	Hold	3,571	–	–	0.17%	70
2024 Q4	$906K	Hold	3,571	–	–	0.19%	66
2024 Q3	$870K	Hold	3,571	–	–	0.19%	70
2024 Q2	$820K	Sell	3,571 -457	-11%	-$105K	0.2%	68
2024 Q1	$950K	Hold	4,028	–	–	0.25%	62
2023 Q4	$885K	Hold	4,028	–	–	0.26%	61
2023 Q3	$785K	Hold	4,028	–	–	0.26%	64
2023 Q2	$829K	Buy	4,028 +1	+0%	+$194	0.27%	67
2023 Q1	$785K	Sell	4,027 -101	-2%	-$19.3K	0.29%	66
2022 Q4	$742K	Buy	4,128 +7	+0.2%	+$1.27K	0.31%	66
2022 Q3	$703K	Buy	4,121 +7	+0.2%	+$1.32K	0.35%	60
2022 Q2	$722K	Buy	4,114 +5	+0.1%	+$968	0.34%	61
2022 Q1	$916K	Sell	4,109 -652	-14%	-$144K	0.44%	52
2021 Q4	$1.21M	Buy	+4,761	New	+$1.2M	0.67%	35

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

SC&H Financial Advisors's VOT Position: Q2 2026 in Review

SC&H Financial Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 3,751 shares worth $1.15M. The position accounts for 0.15% of the portfolio, ranked #64.

SC&H Financial Advisors first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.21M in Q4 2021. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

SC&H Financial Advisors held 3,751 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.15M as of Q2 2026.
SC&H Financial Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.15% of SC&H Financial Advisors's portfolio in Q2 2026, its #64 holding.
SC&H Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
SC&H Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.21M in Q4 2021.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on SC&H Financial Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.