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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$528K Sell
1,723
-268
-13% -$77.3K 0.42% 54
2026
Q1
$512K Sell
1,991
-2
-0.1% -$549 0.44% 52
2025
Q4
$556K Sell
1,993
-14
-0.7% -$4.01K 0.46% 49
2025
Q3
$590K Buy
2,007
+315
+19% +$90.9K 0.5% 46
2025
Q2
$481K Buy
1,692
+623
+58% +$161K 0.42% 52
2025
Q1
$262K Buy
1,069
+95
+10% +$24.7K 0.25% 54
2024
Q4
$247K Buy
+974
New +$251K 0.24% 57

Other funds holding VOT

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

Smith Asset Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 13% in Q2 2026, selling an estimated $77.3K and leaving 1,723 shares worth $528K. The position accounts for 0.42% of the portfolio, ranked #54.

Smith Asset Management first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $590K in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Smith Asset Management held 1,723 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $528K as of Q2 2026.
  • Smith Asset Management sold 268 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $77.3K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.42% of Smith Asset Management's portfolio in Q2 2026, its #54 holding.
  • Smith Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Smith Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $590K in Q3 2025.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Smith Asset Management's 13F filing for Q2 2026, filed 14 Jul 2026.