Sicart Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sicart Associates’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	$296K	Hold	965	–	–	0.07%	60
2026 Q1	$248K	Hold	965	–	–	0.06%	67
2025 Q4	$269K	Hold	965	–	–	0.07%	65
2025 Q3	$284K	Hold	965	–	–	0.08%	59
2025 Q2	$274K	Buy	+965	New	+$249K	0.1%	58
2020 Q1	–	Sell	-1,280	Closed	-$203K	–	119
2019 Q4	$203K	Buy	+1,280	New	+$195K	0.07%	100

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

Sicart Associates's VOT Position: Q2 2026 in Review

Sicart Associates held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 965 shares worth $296K. The position accounts for 0.07% of the portfolio, ranked #60.

Sicart Associates first reported a position in VOT in Q4 2019 and has held it in 6 quarters since. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Sicart Associates held 965 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $296K as of Q2 2026.
Sicart Associates left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Sicart Associates's portfolio in Q2 2026, its #60 holding.
Sicart Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 6 quarters since.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sicart Associates's 13F filing for Q2 2026, filed 11 Aug 2026.