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Sterling Financial Planning’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sterling Financial Planning’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 		$3.53M Buy
11,514
+212
+2% +$61.2K 0.96% 29
2026
Q1 		$2.91M Buy
11,302
+7
+0.1% +$1.92K 0.86% 31
2025
Q4 		$3.15M Buy
11,295
+573
+5% +$164K 0.95% 31
2025
Q3 		$3.15M Sell
10,722
-301
-3% -$86.8K 0.99% 29
2025
Q2 		$3.13M Buy
11,023
+1,476
+15% +$381K 1.05% 27
2025
Q1 		$2.34M Buy
9,547
+374
+4% +$97.2K 0.85% 33
2024
Q4 		$2.33M Sell
9,173
-52
-0.6% -$13.4K 0.86% 35
2024
Q3 		$2.25M Sell
9,225
-84
-0.9% -$19.6K 0.83% 32
2024
Q2 		$2.14M Sell
9,309
-228
-2% -$52.3K 0.87% 32
2024
Q1 		$2.25M Sell
9,537
-361
-4% -$80.9K 0.91% 34
2023
Q4 		$2.17M Buy
9,898
+1
+0% +$200 0.94% 33
2023
Q3 		$1.93M Sell
9,897
-9
-0.1% -$1.84K 0.99% 31
2023
Q2 		$2.04M Buy
9,906
+289
+3% +$56K 1.01% 31
2023
Q1 		$1.87M Buy
9,617
+108
+1% +$20.7K 1.02% 31
2022
Q4 		$1.71M Buy
9,509
+196
+2% +$35.5K 1.02% 30
2022
Q3 		$1.59M Buy
9,313
+631
+7% +$119K 1.11% 25
2022
Q2 		$1.52M Buy
8,682
+614
+8% +$119K 1.07% 25
2022
Q1 		$1.8M Buy
8,068
+120
+2% +$26.5K 1.13% 24
2021
Q4 		$2.02M Buy
7,948
+92
+1% +$23.2K 1.27% 23
2021
Q3 		$1.86M Buy
7,856
+697
+10% +$169K 1.18% 22
2021
Q2 		$1.69M Buy
7,159
+310
+5% +$69.5K 1.1% 23
2021
Q1 		$1.47M Sell
6,849
-113
-2% -$24.5K 1.05% 22
2020
Q4 		$1.48M Buy
+6,962
New +$1.37M 1.19% 20

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Sterling Financial Planning's VOT Position: Q2 2026 in Review

Sterling Financial Planning increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.9% in Q2 2026, buying an estimated $61.2K and bringing the position to 11,514 shares worth $3.53M. The position accounts for 0.96% of the portfolio, ranked #29.

Sterling Financial Planning first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Sterling Financial Planning held 11,514 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.53M as of Q2 2026.
  • Sterling Financial Planning bought 212 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $61.2K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.96% of Sterling Financial Planning's portfolio in Q2 2026, its #29 holding.
  • Sterling Financial Planning first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sterling Financial Planning's 13F filing for Q2 2026, filed 11 Aug 2026.