Sigma Investment Counselors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sigma Investment Counselors’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	$284K	Hold	928	–	–	0.01%	182
2026 Q1	$239K	Hold	928	–	–	0.01%	180
2025 Q4	$259K	Hold	928	–	–	0.01%	181
2025 Q3	$273K	Hold	928	–	–	0.01%	176
2025 Q2	$264K	Hold	928	–	–	0.01%	179
2025 Q1	$227K	Buy	928 +83	+10%	+$21.6K	0.01%	178
2024 Q4	$214K	Hold	845	–	–	0.01%	189
2024 Q3	$206K	Buy	+845	New	+$197K	0.01%	193
2022 Q2	–	Sell	-1,027	Closed	-$229K	–	192
2022 Q1	$229K	Hold	1,027	–	–	0.02%	174
2021 Q4	$261K	Hold	1,027	–	–	0.02%	169
2021 Q3	$243K	Hold	1,027	–	–	0.02%	171
2021 Q2	$243K	Hold	1,027	–	–	0.02%	171
2021 Q1	$220K	Hold	1,027	–	–	0.02%	172
2020 Q4	$218K	Buy	+1,027	New	+$202K	0.02%	166

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

Sigma Investment Counselors's VOT Position: Q2 2026 in Review

Sigma Investment Counselors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 928 shares worth $284K. The position accounts for 0.01% of the portfolio, ranked #182.

Sigma Investment Counselors first reported a position in VOT in Q4 2020 and has held it in 14 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Sigma Investment Counselors held 928 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $284K as of Q2 2026.
Sigma Investment Counselors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Sigma Investment Counselors's portfolio in Q2 2026, its #182 holding.
Sigma Investment Counselors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 14 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sigma Investment Counselors's 13F filing for Q2 2026, filed 28 Jul 2026.