Schneider Downs Wealth Management Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Schneider Downs Wealth Management 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	$338K	Hold	1,105	–	–	0.03%	129
2026 Q1	$284K	Hold	1,105	–	–	0.03%	129
2025 Q4	$308K	Hold	1,105	–	–	0.03%	123
2025 Q3	$325K	Hold	1,105	–	–	0.04%	115
2025 Q2	$314K	Hold	1,105	–	–	0.05%	113
2025 Q1	$270K	Hold	1,105	–	–	0.05%	120
2024 Q4	$280K	Hold	1,105	–	–	0.05%	112
2024 Q3	$269K	Hold	1,105	–	–	0.06%	119
2024 Q2	$254K	Hold	1,105	–	–	0.06%	115
2024 Q1	$261K	Hold	1,105	–	–	0.06%	113
2023 Q4	$243K	Hold	1,105	–	–	0.06%	101
2023 Q3	$215K	Hold	1,105	–	–	0.05%	101
2023 Q2	$227K	Hold	1,105	–	–	0.05%	102
2023 Q1	$215K	Buy	+1,105	New	+$212K	0.04%	106
2022 Q2	–	Sell	-1,105	Closed	-$246K	–	155
2022 Q1	$246K	Hold	1,105	–	–	0.06%	126
2021 Q4	$281K	Hold	1,105	–	–	0.07%	122
2021 Q3	$261K	Buy	+1,105	New	+$268K	0.07%	121

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

Schneider Downs Wealth Management Advisors's VOT Position: Q2 2026 in Review

Schneider Downs Wealth Management Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,105 shares worth $338K. The position accounts for 0.03% of the portfolio, ranked #129.

Schneider Downs Wealth Management Advisors first reported a position in VOT in Q3 2021 and has held it in 17 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Schneider Downs Wealth Management Advisors held 1,105 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $338K as of Q2 2026.
Schneider Downs Wealth Management Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Schneider Downs Wealth Management Advisors's portfolio in Q2 2026, its #129 holding.
Schneider Downs Wealth Management Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2021 and has held it in 17 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Schneider Downs Wealth Management Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.