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SkyOak Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

SkyOak Wealth’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 		$250K Hold
817
– – 0.04% 207
2026
Q1 		$210K Hold
817
– – 0.04% 235
2025
Q4 		$228K Hold
817
– – 0.04% 220
2025
Q3 		$240K Hold
817
– – 0.05% 222
2025
Q2 		$232K Buy
+817
New +$211K 0.05% 219
2025
Q1 		– Sell
-849
Closed -$215K – 275
2024
Q4 		$215K Sell
849
-5
-0.6% -$1.29K 0.05% 230
2024
Q3 		$208K Sell
854
-28
-3% -$6.52K 0.05% 221
2024
Q2 		$202K Sell
882
-126
-13% -$28.9K 0.05% 226
2024
Q1 		$238K Sell
1,008
-48
-5% -$10.8K 0.06% 213
2023
Q4 		$232K Sell
1,056
-214
-17% -$42.8K 0.06% 212
2023
Q3 		$247K Sell
1,270
-89
-7% -$18.2K 0.07% 193
2023
Q2 		$280K Sell
1,359
-224
-14% -$43.4K 0.08% 178
2023
Q1 		$308K Sell
1,583
-294
-16% -$56.3K 0.09% 161
2022
Q4 		$337K Sell
1,877
-585
-24% -$106K 0.11% 148
2022
Q3 		$420K Sell
2,462
-6,802
-73% -$1.29M 0.15% 119
2022
Q2 		$1.63M Buy
9,264
+1,332
+17% +$258K 0.55% 51
2022
Q1 		$1.77M Buy
7,932
+787
+11% +$174K 0.49% 54
2021
Q4 		$1.82M Buy
7,145
+920
+15% +$232K 0.46% 58
2021
Q3 		$1.47M Buy
6,225
+122
+2% +$29.5K 0.4% 67
2021
Q2 		$1.44M Buy
6,103
+962
+19% +$216K 0.39% 68
2021
Q1 		$1.18M Buy
5,141
+56
+1% +$12.1K 0.33% 77
2020
Q4 		$1.08M Buy
5,085
+410
+9% +$80.7K 0.34% 79
2020
Q3 		$842K Buy
4,675
+1,454
+45% +$256K 0.3% 84
2020
Q2 		$532K Buy
+3,221
New +$487K 0.2% 119
2020
Q1 		– Sell
-3,943
Closed -$626K – 308
2019
Q4 		$626K Buy
+3,943
New +$602K 0.19% 121

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

SkyOak Wealth's VOT Position: Q2 2026 in Review

SkyOak Wealth held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 817 shares worth $250K. The position accounts for 0.04% of the portfolio, ranked #207.

SkyOak Wealth first reported a position in VOT in Q4 2019 and has held it in 25 quarters since. The position peaked at $1.82M in Q4 2021. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • SkyOak Wealth held 817 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $250K as of Q2 2026.
  • SkyOak Wealth left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of SkyOak Wealth's portfolio in Q2 2026, its #207 holding.
  • SkyOak Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 25 quarters since.
  • SkyOak Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.82M in Q4 2021.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on SkyOak Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.