Sowell Financial Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sowell Financial Services’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	$814K	Sell	2,656 -346	-12%	-$99.8K	0.03%	514
2026 Q1	$772K	Buy	3,002 +36	+1%	+$9.88K	0.03%	506
2025 Q4	$828K	Sell	2,966 -65	-2%	-$18.6K	0.03%	483
2025 Q3	$890K	Sell	3,031 -348	-10%	-$100K	0.03%	456
2025 Q2	$961K	Buy	3,379 +77	+2%	+$19.9K	0.04%	422
2025 Q1	$808K	Buy	+3,302	New	+$859K	0.04%	446
2023 Q2	–	Sell	-1,682	Closed	-$328K	–	832
2023 Q1	$328K	Buy	+1,682	New	+$322K	0.03%	532
2021 Q2	–	Sell	-7,331	Closed	-$1.59M	–	2680
2021 Q1	$1.59M	Sell	7,331 -768	-9%	-$167K	0.06%	288
2020 Q4	$1.72M	Buy	8,099 +530	+7%	+$104K	0.07%	233
2020 Q3	$1.36M	Sell	7,569 -582	-7%	-$103K	0.07%	231
2020 Q2	$1.35M	Buy	8,151 +7,016	+618%	+$1.06M	0.07%	225
2020 Q1	$144K	Sell	1,135 -8,272	-88%	-$1.26M	0.01%	749
2019 Q4	$1.49M	Buy	9,407 +394	+4%	+$60.1K	0.11%	195
2019 Q3	$1.33M	Buy	+9,013	New	+$1.35M	0.11%	195
2019 Q1	$897K	Buy	+6,284	New	+$845K	0.1%	219

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

Sowell Financial Services's VOT Position: Q2 2026 in Review

Sowell Financial Services reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 12% in Q2 2026, selling an estimated $99.8K and leaving 2,656 shares worth $814K. The position accounts for 0.03% of the portfolio, ranked #514.

Sowell Financial Services first reported a position in VOT in Q1 2019 and has held it in 15 quarters since. The position peaked at $1.72M in Q4 2020. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Sowell Financial Services held 2,656 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $814K as of Q2 2026.
Sowell Financial Services sold 346 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $99.8K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Sowell Financial Services's portfolio in Q2 2026, its #514 holding.
Sowell Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2019 and has held it in 15 quarters since.
Sowell Financial Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.72M in Q4 2020.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sowell Financial Services's 13F filing for Q2 2026, filed 20 Jul 2026.