Sharp Financial Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sharp Financial Services’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	$6.96M	Sell	22,735 -89,350	-80%	-$25.8M	3.23%	13
2026 Q1	$28.8M	Buy	+112,085	New	+$30.8M	14.24%	3

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

Sharp Financial Services's VOT Position: Q2 2026 in Review

Sharp Financial Services reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 80% in Q2 2026, selling an estimated $25.8M and leaving 22,735 shares worth $6.96M. The position accounts for 3.23% of the portfolio, ranked #13.

Sharp Financial Services first reported a position in VOT in Q1 2026 and has held it in 2 quarters since. The position peaked at $28.8M in Q1 2026. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Sharp Financial Services held 22,735 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $6.96M as of Q2 2026.
Sharp Financial Services sold 89,350 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $25.8M.
Vanguard Morningstar Mid-Cap Growth ETF made up 3.23% of Sharp Financial Services's portfolio in Q2 2026, its #13 holding.
Sharp Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
Sharp Financial Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $28.8M in Q1 2026.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sharp Financial Services's 13F filing for Q2 2026, filed 24 Jul 2026.