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 Q3	$279K	Hold	965	–	–	0.07%	64
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Sicart Associates's VOT Position: Q3 2026 in Review

Sicart Associates held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 965 shares worth $279K. The position accounts for 0.07% of the portfolio, ranked #64.

Sicart Associates first reported a position in VOT in Q4 2019 and has held it in 7 quarters since. The position peaked at $296K in Q2 2026. 796 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Sicart Associates held 965 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $279K as of Q3 2026.
Sicart Associates left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Sicart Associates's portfolio in Q3 2026, its #64 holding.
Sicart Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 7 quarters since.
Sicart Associates's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $296K in Q2 2026.
796 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Sicart Associates's 13F filing for Q3 2026, filed 29 Oct 2026.