SOL Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

SOL Capital 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 Q1	–	Sell	-10,807	Closed	-$3.02M	–	292
2025 Q4	$3.02M	Hold	10,807	–	–	0.27%	100
2025 Q3	$3.17M	Hold	10,807	–	–	0.28%	98
2025 Q2	$3.07M	Hold	10,807	–	–	0.3%	90
2025 Q1	$2.64M	Sell	10,807 -40	-0.4%	-$10.4K	0.29%	91
2024 Q4	$2.75M	Buy	10,847 +800	+8%	+$206K	0.31%	90
2024 Q3	$2.45M	Buy	10,047 +165	+2%	+$38.4K	0.27%	105
2024 Q2	$2.27M	Sell	9,882 -40	-0.4%	-$9.17K	0.27%	103
2024 Q1	$2.34M	Sell	9,922 -135	-1%	-$30.2K	0.29%	100
2023 Q4	$2.21M	Sell	10,057 -1,915	-16%	-$383K	0.3%	99
2023 Q3	$2.33M	Sell	11,972 -800	-6%	-$163K	0.36%	81
2023 Q2	$2.63M	Buy	12,772 +260	+2%	+$50.4K	0.4%	74
2023 Q1	$2.44M	Buy	12,512 +607	+5%	+$116K	0.4%	77
2022 Q4	$2.14M	Buy	11,905 +2,541	+27%	+$460K	0.38%	83
2022 Q3	$1.6M	Sell	9,364 -355	-4%	-$67.2K	0.33%	96
2022 Q2	$1.71M	Buy	9,719 +340	+4%	+$65.8K	0.35%	87
2022 Q1	$2.09M	Sell	9,379 -130	-1%	-$28.7K	0.38%	80
2021 Q4	$2.42M	Buy	9,509 +25	+0.3%	+$6.3K	0.44%	67
2021 Q3	$2.24M	Sell	9,484 -110	-1%	-$26.6K	0.45%	64
2021 Q2	$2.27M	Sell	9,594 -480	-5%	-$108K	0.45%	65
2021 Q1	$2.16M	Sell	10,074 -560	-5%	-$121K	0.46%	64
2020 Q4	$2.25M	Sell	10,634 -291	-3%	-$57.3K	0.53%	56
2020 Q3	$1.97M	Sell	10,925 -135	-1%	-$23.8K	0.54%	55
2020 Q2	$1.83M	Hold	11,060	–	–	0.52%	57
2020 Q1	$1.4M	Sell	11,060 -280	-2%	-$42.5K	0.46%	63
2019 Q4	$1.8M	Sell	11,340 -800	-7%	-$122K	0.45%	67
2019 Q3	$1.8M	Sell	12,140 -320	-3%	-$47.9K	0.49%	60
2019 Q2	$1.86M	Sell	12,460 -100	-0.8%	-$14.6K	0.51%	60
2019 Q1	$1.79M	Sell	12,560 -580	-4%	-$78K	0.5%	62
2018 Q4	$1.57M	Sell	13,140 -40	-0.3%	-$5.14K	0.5%	63
2018 Q3	$1.88M	Sell	13,180 -615	-4%	-$86.1K	0.51%	58
2018 Q2	$1.85M	Sell	13,795 -50	-0.4%	-$6.64K	0.53%	56
2018 Q1	$1.79M	Hold	13,845	–	–	0.52%	56
2017 Q4	$1.77M	Buy	13,845 +100	+0.7%	+$12.5K	0.51%	54
2017 Q3	$1.67M	Buy	13,745 +650	+5%	+$77.5K	0.47%	60
2017 Q2	$1.54M	Sell	13,095 -200	-2%	-$23.2K	0.42%	66
2017 Q1	$1.5M	Sell	13,295 -350	-3%	-$38.9K	0.43%	65
2016 Q4	$1.44M	Buy	13,645 +1,550	+13%	+$163K	0.43%	61
2016 Q3	$1.29M	Buy	12,095 +210	+2%	+$22.2K	0.43%	63
2016 Q2	$1.21M	Sell	11,885 -325	-3%	-$32.8K	0.4%	58
2016 Q1	$1.22M	Buy	12,210 +270	+2%	+$25.2K	0.42%	56
2015 Q4	$1.19M	Buy	11,940 +630	+6%	+$63.8K	0.42%	57
2015 Q3	$1.1M	Sell	11,310 -50	-0.4%	-$5.22K	0.42%	59
2015 Q2	$1.21M	Buy	11,360 +690	+6%	+$74.7K	0.44%	56
2015 Q1	$1.15M	Buy	10,670 +2,140	+25%	+$223K	0.42%	57
2014 Q4	$867K	Buy	8,530 +1,250	+17%	+$124K	0.34%	72
2014 Q3	$701K	Buy	7,280 +1,050	+17%	+$102K	0.29%	78
2014 Q2	$600K	Buy	6,230 +250	+4%	+$23.1K	0.24%	87
2014 Q1	$554K	Buy	5,980 +1,350	+29%	+$123K	0.22%	89
2013 Q4	$418K	Buy	4,630 +1,480	+47%	+$129K	0.16%	117
2013 Q3	$268K	Buy	+3,150	New	+$261K	0.11%	151

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

SOL Capital Management's VOT Position: Q1 2026 in Review

SOL Capital Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2026, closing a stake of 10,807 shares — an estimated $3.02M sold.

SOL Capital Management first reported a position in VOT in Q3 2013 and held it in 50 quarters. The position peaked at $3.17M in Q3 2025. 1,058 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

SOL Capital Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q1 2026 after selling out during the quarter.
SOL Capital Management sold 10,807 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $3.02M.
SOL Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2013 and held it in 50 quarters.
SOL Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.17M in Q3 2025.
1,058 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on SOL Capital Management's 13F filing for Q1 2026, filed 24 Apr 2026.