Simon Quick Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Simon Quick Advisors’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	$808K	Buy	2,639 +4	+0.2%	+$1.15K	0.03%	219
2026 Q1	$678K	Sell	2,635 -1,332	-34%	-$366K	0.03%	221
2025 Q4	$1.11M	Sell	3,967 -267	-6%	-$76.4K	0.05%	181
2025 Q3	$1.24M	Sell	4,234 -147	-3%	-$42.4K	0.06%	174
2025 Q2	$1.25M	Sell	4,381 -597	-12%	-$154K	0.06%	163
2025 Q1	$1.22M	Sell	4,978 -357	-7%	-$92.8K	0.07%	145
2024 Q4	$1.35M	Sell	5,335 -328	-6%	-$84.4K	0.08%	108
2024 Q3	$1.38M	Buy	5,663 +18	+0.3%	+$4.19K	0.09%	105
2024 Q2	$1.3M	Sell	5,645 -216	-4%	-$49.5K	0.09%	102
2024 Q1	$1.38M	Buy	5,861 +11	+0.2%	+$2.46K	0.1%	101
2023 Q4	$1.28M	Sell	5,850 -226	-4%	-$45.2K	0.11%	96
2023 Q3	$1.18M	Sell	6,076 -119	-2%	-$24.3K	0.11%	95
2023 Q2	$1.27M	Sell	6,195 -153	-2%	-$29.7K	0.12%	86
2023 Q1	$1.24M	Sell	6,348 -66	-1%	-$12.6K	0.13%	84
2022 Q4	$1.15M	Sell	6,414 -2,017	-24%	-$365K	0.14%	80
2022 Q3	$1.44M	Buy	8,431 +512	+6%	+$96.9K	0.2%	69
2022 Q2	$1.59M	Buy	7,919 +157	+2%	+$30.4K	0.21%	66
2022 Q1	$1.73M	Sell	7,762 -2,887	-27%	-$637K	0.49%	31
2021 Q4	$2.71M	Sell	10,649 -39	-0.4%	-$9.83K	0.73%	23
2021 Q3	$2.52M	Buy	10,688 +6	+0.1%	+$1.45K	0.65%	22
2021 Q2	$2.52M	Buy	10,682 +2,802	+36%	+$628K	0.67%	23
2021 Q1	$1.69M	Buy	7,880 +291	+4%	+$63.1K	0.5%	29
2020 Q4	$1.61M	Buy	7,589 +3,442	+83%	+$678K	0.49%	30
2020 Q3	$747K	Buy	4,147 +6	+0.1%	+$1.06K	0.21%	41
2020 Q2	$684K	Sell	4,141 -58	-1%	-$8.77K	0.26%	40
2020 Q1	$532K	Sell	4,199 -3,613	-46%	-$549K	0.2%	44
2019 Q4	$1.24M	Buy	7,812 +1,848	+31%	+$282K	0.45%	36
2019 Q3	$883K	Sell	5,964 -232	-4%	-$34.8K	0.39%	31
2019 Q2	$925K	Sell	6,196 -28	-0.4%	-$4.08K	0.47%	27
2019 Q1	$889K	Hold	6,224	–	–	0.37%	28
2018 Q4	$745K	Buy	6,224 +16	+0.3%	+$2.06K	0.27%	36
2018 Q3	$885K	Buy	6,208 +1	+0%	+$140	0.36%	31
2018 Q2	$834K	Buy	6,207 +6	+0.1%	+$797	0.35%	28
2018 Q1	$804K	Sell	6,201 -1,139	-16%	-$150K	0.34%	33
2017 Q4	$984K	Sell	7,340 -611	-8%	-$76.6K	0.44%	30
2017 Q3	$968K	Buy	7,951 +13	+0.2%	+$1.55K	0.35%	45
2017 Q2	$934K	Sell	7,938 -6,225	-44%	-$723K	0.53%	31
2017 Q1	$1.6M	Buy	14,163 +637	+5%	+$70.8K	0.95%	23
2016 Q4	$1.43M	Buy	+13,526	New	+$1.42M	1.07%	18

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

Simon Quick Advisors's VOT Position: Q2 2026 in Review

Simon Quick Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.15% in Q2 2026, buying an estimated $1.15K and bringing the position to 2,639 shares worth $808K. The position accounts for 0.03% of the portfolio, ranked #219.

Simon Quick Advisors first reported a position in VOT in Q4 2016 and has held it in 39 quarters since. The position peaked at $2.71M in Q4 2021. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Simon Quick Advisors held 2,639 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $808K as of Q2 2026.
Simon Quick Advisors bought 4 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.15K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Simon Quick Advisors's portfolio in Q2 2026, its #219 holding.
Simon Quick Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2016 and has held it in 39 quarters since.
Simon Quick Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.71M in Q4 2021.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Simon Quick Advisors's 13F filing for Q2 2026, filed 28 Jul 2026.