Shayne & Jacobs LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Shayne & Jacobs LLC’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	$202K	Buy	+659	New	+$190K	0.06%	100

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Shayne & Jacobs LLC's VOT Position: Q2 2026 in Review

Shayne & Jacobs LLC opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 659 shares worth $202K. The stake represents 0.06% of the portfolio and ranks #100 among its holdings.

531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Shayne & Jacobs LLC held 659 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $202K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Shayne & Jacobs LLC position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Shayne & Jacobs LLC's portfolio in Q2 2026, its #100 holding.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Shayne & Jacobs LLC's 13F filing for Q2 2026, filed 7 Jul 2026.