Smartleaf Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Smartleaf Asset Management’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	$788K	Hold	2,595	–	–	0.03%	462
2026 Q1	$648K	Buy	2,595 +2	+0.1%	+$549	0.02%	481
2025 Q4	$732K	Sell	2,593 -1,570	-38%	-$449K	0.03%	446
2025 Q3	$1.22M	Buy	4,163 +876	+27%	+$253K	0.08%	277
2025 Q2	$928K	Sell	3,287 -1,598	-33%	-$412K	0.08%	268
2025 Q1	$1.19M	Buy	4,885 +255	+6%	+$66.3K	0.12%	198
2024 Q4	$1.18M	Sell	4,630 -11	-0.2%	-$2.83K	0.12%	183
2024 Q3	$1.13M	Buy	4,641 +425	+10%	+$99K	0.14%	174
2024 Q2	$971K	Buy	4,216 +2,041	+94%	+$468K	0.16%	150
2024 Q1	$513K	Sell	2,175 -397	-15%	-$88.9K	0.1%	215
2023 Q4	$569K	Buy	+2,572	New	+$514K	0.15%	150

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

Smartleaf Asset Management's VOT Position: Q2 2026 in Review

Smartleaf Asset Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 2,595 shares worth $788K. The position accounts for 0.03% of the portfolio, ranked #462.

Smartleaf Asset Management first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.22M in Q3 2025. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Smartleaf Asset Management held 2,595 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $788K as of Q2 2026.
Smartleaf Asset Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Smartleaf Asset Management's portfolio in Q2 2026, its #462 holding.
Smartleaf Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Smartleaf Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.22M in Q3 2025.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Smartleaf Asset Management's 13F filing for Q2 2026, filed 12 Aug 2026.