Sepio Capital’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sepio Capital’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	$710K	Sell	2,318 -396	-15%	-$114K	0.04%	208
2026 Q1	$698K	Buy	2,714 +1	+0%	+$274	0.04%	213
2025 Q4	$757K	Sell	2,713 -9	-0.3%	-$2.58K	0.04%	194
2025 Q3	$800K	Hold	2,722	–	–	0.05%	178
2025 Q2	$774K	Sell	2,722 -430	-14%	-$111K	0.06%	180
2025 Q1	$771K	Hold	3,152	–	–	0.06%	181
2024 Q4	$800K	Buy	3,152 +237	+8%	+$61K	0.06%	183
2024 Q3	$710K	Hold	2,915	–	–	0.06%	189
2024 Q2	$669K	Sell	2,915 -7	-0.2%	-$1.6K	0.06%	190
2024 Q1	$689K	Buy	2,922 +14	+0.5%	+$3.14K	0.06%	192
2023 Q4	$639K	Buy	2,908 +16	+0.6%	+$3.2K	0.05%	196
2023 Q3	$563K	Buy	2,892 +222	+8%	+$45.3K	0.05%	208
2023 Q2	$549K	Sell	2,670 -69	-3%	-$13.4K	0.04%	243
2023 Q1	$534K	Buy	+2,739	New	+$524K	0.05%	254

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

Sepio Capital's VOT Position: Q2 2026 in Review

Sepio Capital reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 15% in Q2 2026, selling an estimated $114K and leaving 2,318 shares worth $710K. The position accounts for 0.04% of the portfolio, ranked #208.

Sepio Capital first reported a position in VOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $800K in Q4 2024. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Sepio Capital held 2,318 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $710K as of Q2 2026.
Sepio Capital sold 396 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $114K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Sepio Capital's portfolio in Q2 2026, its #208 holding.
Sepio Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Sepio Capital's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $800K in Q4 2024.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sepio Capital's 13F filing for Q2 2026, filed 28 Jul 2026.