Smith Anglin Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Smith Anglin Financial’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
2025 Q2	$1.62M	Hold	5,682	–	–	0.15%	59
2025 Q1	$1.39M	Buy	5,682 +9	+0.2%	+$2.34K	0.15%	59
2024 Q4	$1.44M	Hold	5,673	–	–	0.14%	60
2024 Q3	$1.38M	Buy	5,673 +33	+0.6%	+$7.68K	0.13%	64
2024 Q2	$1.29M	Hold	5,640	–	–	0.13%	61
2024 Q1	$1.33M	Hold	5,640	–	–	0.14%	63
2023 Q4	$1.24M	Hold	5,640	–	–	0.14%	64
2023 Q3	$1.1M	Sell	5,640 -405	-7%	-$82.7K	0.13%	65
2023 Q2	$1.24M	Buy	6,045 +1	+0%	+$194	0.15%	62
2023 Q1	$1.18M	Buy	6,044 +1	+0%	+$191	0.18%	58
2022 Q4	$1.09M	Hold	6,043	–	–	0.21%	51
2022 Q3	$1.03M	Buy	6,043 +1	+0%	+$189	0.22%	44
2022 Q2	$1.06M	Buy	6,042 +1	+0%	+$194	0.31%	41
2022 Q1	$1.35M	Buy	6,041 +1	+0%	+$221	0.31%	39
2021 Q4	$1.54M	Buy	6,040 +8	+0.1%	+$2.02K	0.26%	42
2021 Q3	$1.43M	Buy	6,032 +4	+0.1%	+$968	0.28%	47
2021 Q2	$1.43M	Buy	6,028 +4	+0.1%	+$897	0.27%	49
2021 Q1	$1.29M	Buy	6,024 +5	+0.1%	+$1.08K	0.28%	51
2020 Q4	$1.28M	Buy	+6,019	New	+$1.19M	0.23%	47

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

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

Smith Anglin Financial's VOT Position: Q2 2025 in Review

Smith Anglin Financial held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2025 at 5,682 shares worth $1.62M. The position accounts for 0.15% of the portfolio, ranked #59.

Smith Anglin Financial first reported a position in VOT in Q4 2020 and has held it in 19 quarters since. 1,013 funds tracked by Wall St. Rank hold VOT as of Q2 2025.

Smith Anglin Financial held 5,682 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.62M as of Q2 2025.
Smith Anglin Financial left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2025.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.15% of Smith Anglin Financial's portfolio in Q2 2025, its #59 holding.
Smith Anglin Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 19 quarters since.
1,013 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2025.

Based on Smith Anglin Financial's 13F filing for Q2 2025, filed 17 Jul 2025.