Stephens Group Asset Management
VOT icon

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

Stephens Group Asset 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
Q3 		$201M Buy
689,650
+23,323
+4% +$6.99M 11.51% 4
2026
Q2 		$204M Buy
666,327
+6,008
+0.9% +$1.73M 11.54% 4
2026
Q1 		$170M Buy
660,319
+205,546
+45% +$56.4M 10.83% 4
2025
Q4 		$127M Buy
454,773
+7,008
+2% +$2.01M 8.48% 4
2025
Q3 		$132M Buy
447,765
+67,587
+18% +$19.5M 8.87% 4
2025
Q2 		$108M Buy
380,178
+32,362
+9% +$8.34M 7.78% 4
2025
Q1 		$85.1M Sell
347,816
-102,602
-23% -$26.7M 6.86% 6
2024
Q4 		$114M Sell
450,418
-969
-0.2% -$249K 9.52% 4
2024
Q3 		$110M Buy
451,387
+3,818
+0.9% +$889K 9.18% 4
2024
Q2 		$103M Buy
447,569
+5,168
+1% +$1.19M 9.37% 4
2024
Q1 		$104M Sell
442,401
-686
-0.2% -$154K 9.53% 4
2023
Q4 		$97.3M Buy
443,087
+11,875
+3% +$2.37M 9.49% 4
2023
Q3 		$84M Sell
431,212
-79,152
-16% -$16.2M 9.04% 4
2023
Q2 		$105M Buy
510,364
+61,029
+14% +$11.8M 10.31% 4
2023
Q1 		$87.6M Buy
449,335
+25
+0% +$4.79K 9.48% 4
2022
Q4 		$80.8M Sell
449,310
-4,858
-1% -$880K 9.2% 4
2022
Q3 		$77.5M Buy
454,168
+12,758
+3% +$2.41M 9.25% 4
2022
Q2 		$79.4M Buy
441,410
+43,747
+11% +$8.47M 9.19% 4
2022
Q1 		$88.6M Buy
397,663
+3,290
+0.8% +$726K 8.89% 4
2021
Q4 		$100M Sell
394,373
-17,014
-4% -$4.29M 9.62% 4
2021
Q3 		$97.2M Buy
411,387
+636
+0.2% +$154K 10.05% 3
2021
Q2 		$97.1M Sell
410,751
-84,749
-17% -$19M 10.03% 4
2021
Q1 		$106M Buy
495,500
+823
+0.2% +$179K 10.4% 4
2020
Q4 		$105M Sell
494,677
-1,046
-0.2% -$206K 12.24% 2
2020
Q3 		$89.3M Buy
495,723
+30,222
+6% +$5.33M 12.26% 2
2020
Q2 		$79.3M Buy
465,501
+34,594
+8% +$5.23M 12.02% 2
2020
Q1 		$54.6M Buy
430,907
+118,874
+38% +$18.1M 11.12% 3
2019
Q4 		$49.5M Buy
+312,033
New +$47.6M 6.81% 10
2019
Q1 		– Sell
-68,534
Closed -$8.2M – 22
2018
Q4 		$8.2M Buy
+68,534
New +$8.8M 1.59% 12

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Stephens Group Asset Management's VOT Position: Q3 2026 in Review

Stephens Group Asset Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.5% in Q3 2026, buying an estimated $6.99M and bringing the position to 689,650 shares worth $201M. The position accounts for 11.51% of the portfolio, ranked #4.

Stephens Group Asset Management first reported a position in VOT in Q4 2018 and has held it in 29 quarters since. The position peaked at $204M in Q2 2026. 989 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Stephens Group Asset Management held 689,650 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $201M as of Q3 2026.
  • Stephens Group Asset Management bought 23,323 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $6.99M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 11.51% of Stephens Group Asset Management's portfolio in Q3 2026, its #4 holding.
  • Stephens Group Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 29 quarters since.
  • Stephens Group Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $204M in Q2 2026.
  • 989 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Stephens Group Asset Management's 13F filing for Q3 2026, filed 9 Oct 2026.