Sierra Capital’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sierra Capital’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	$1.59M	Sell	5,196 -35	-0.7%	-$10.1K	0.15%	100
2026 Q1	$1.35M	Buy	5,231 +226	+5%	+$62K	0.15%	108
2025 Q4	$1.4M	Buy	5,005 +51	+1%	+$14.6K	0.15%	102
2025 Q3	$1.46M	Buy	4,954 +1,030	+26%	+$297K	0.16%	107
2025 Q2	$1.12M	Sell	3,924 -1,560	-28%	-$402K	0.13%	118
2025 Q1	$1.34M	Buy	5,484 +3,591	+190%	+$934K	0.16%	104
2024 Q4	$480K	Buy	1,893 +113	+6%	+$29.1K	0.06%	159
2024 Q3	$433K	Sell	1,780 -1,317	-43%	-$307K	0.05%	164
2024 Q2	$711K	Sell	3,097 -2,880	-48%	-$660K	0.1%	131
2024 Q1	$1.41M	Buy	5,977 +17	+0.3%	+$3.81K	0.18%	103
2023 Q4	$1.31M	Buy	5,960 +208	+4%	+$41.6K	0.19%	100
2023 Q3	$1.12M	Buy	5,752 +11	+0.2%	+$2.25K	0.18%	104
2023 Q2	$1.18M	Buy	5,741 +1,055	+23%	+$204K	0.19%	100
2023 Q1	$913K	Buy	4,686 +4,515	+2,640%	+$864K	0.15%	111
2022 Q4	$31K	Buy	171 +83	+94%	+$15K	0.01%	288
2022 Q3	$15K	Buy	88 +40	+83%	+$7.57K	﹤0.01%	341
2022 Q2	$8K	Buy	48 +13	+37%	+$2.52K	﹤0.01%	456
2022 Q1	$8K	Buy	+35	New	+$7.73K	﹤0.01%	499

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

Sierra Capital's VOT Position: Q2 2026 in Review

Sierra Capital reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.67% in Q2 2026, selling an estimated $10.1K and leaving 5,196 shares worth $1.59M. The position accounts for 0.15% of the portfolio, ranked #100.

Sierra Capital first reported a position in VOT in Q1 2022 and has held it in 18 quarters since. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Sierra Capital held 5,196 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.59M as of Q2 2026.
Sierra Capital sold 35 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $10.1K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.15% of Sierra Capital's portfolio in Q2 2026, its #100 holding.
Sierra Capital first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sierra Capital's 13F filing for Q2 2026, filed 14 Aug 2026.