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

SGL Investment 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	$916K	Buy	3,002 +347	+13%	+$100K	0.32%	65
2026 Q1	$771K	Buy	2,655 +319	+14%	+$87.5K	0.29%	70
2025 Q4	$622K	Buy	2,336 +354	+18%	+$101K	0.25%	80
2025 Q3	$577K	Buy	1,982 +306	+18%	+$88.3K	0.24%	88
2025 Q2	$477K	Buy	1,676 +80	+5%	+$20.6K	0.23%	77
2025 Q1	$409K	Buy	1,596 +282	+21%	+$73.3K	0.21%	78
2024 Q4	$360K	Buy	1,314 +27	+2%	+$6.95K	0.18%	81
2024 Q3	$334K	Buy	+1,287	New	+$300K	0.17%	81

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

SGL Investment Advisors's VOT Position: Q2 2026 in Review

SGL Investment Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 13% in Q2 2026, buying an estimated $100K and bringing the position to 3,002 shares worth $916K. The position accounts for 0.32% of the portfolio, ranked #65.

SGL Investment Advisors first reported a position in VOT in Q3 2024 and has held it in 8 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

SGL Investment Advisors held 3,002 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $916K as of Q2 2026.
SGL Investment Advisors bought 347 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $100K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.32% of SGL Investment Advisors's portfolio in Q2 2026, its #65 holding.
SGL Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on SGL Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.