Spirepoint Private Client’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Spirepoint Private Client’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	$643K	Hold	2,098	–	–	0.05%	174
2026 Q1	$540K	Hold	2,098	–	–	0.05%	178
2025 Q4	$586K	Hold	2,098	–	–	0.06%	158
2025 Q3	$616K	Hold	2,098	–	–	0.06%	154
2025 Q2	$597K	Hold	2,098	–	–	0.07%	146
2025 Q1	$513K	Hold	2,098	–	–	0.07%	138
2024 Q4	$532K	Buy	+2,098	New	+$540K	0.07%	139

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

Spirepoint Private Client's VOT Position: Q2 2026 in Review

Spirepoint Private Client held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 2,098 shares worth $643K. The position accounts for 0.05% of the portfolio, ranked #174.

Spirepoint Private Client first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Spirepoint Private Client held 2,098 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $643K as of Q2 2026.
Spirepoint Private Client left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Spirepoint Private Client's portfolio in Q2 2026, its #174 holding.
Spirepoint Private Client first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Spirepoint Private Client's 13F filing for Q2 2026, filed 5 Aug 2026.