Stage Harbor Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Stage Harbor 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
2026 Q3	$296K	Hold	1,015	–	–	0.17%	53
2026 Q2	$311K	Hold	1,015	–	–	0.18%	53
2026 Q1	$261K	Hold	1,015	–	–	0.17%	52
2025 Q4	$283K	Hold	1,015	–	–	0.19%	50
2025 Q3	$298K	Buy	+1,015	New	+$293K	0.22%	49

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Stage Harbor Financial's VOT Position: Q3 2026 in Review

Stage Harbor Financial held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 1,015 shares worth $296K. The position accounts for 0.17% of the portfolio, ranked #53.

Stage Harbor Financial first reported a position in VOT in Q3 2025 and has held it in 5 quarters since. The position peaked at $311K in Q2 2026. 785 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Stage Harbor Financial held 1,015 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $296K as of Q3 2026.
Stage Harbor Financial left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.17% of Stage Harbor Financial's portfolio in Q3 2026, its #53 holding.
Stage Harbor Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 5 quarters since.
Stage Harbor Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $311K in Q2 2026.
785 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Stage Harbor Financial's 13F filing for Q3 2026, filed 3 Nov 2026.