Sterling Investment Counsel’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sterling Investment Counsel’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	$1.15M	Sell	3,766 -480	-11%	-$138K	0.27%	61
2026 Q1	$1.09M	Sell	4,246 -1,461	-26%	-$401K	0.31%	60
2025 Q4	$1.48M	Buy	5,707 +4,582	+407%	+$1.31M	0.42%	45
2025 Q3	$331K	Sell	1,125 -2,053	-65%	-$592K	0.11%	97
2025 Q2	$904K	Sell	3,178 -2,600	-45%	-$670K	0.53%	29
2025 Q1	$1.41M	Buy	5,778 +1,524	+36%	+$396K	0.48%	39
2024 Q4	$1.08M	Sell	4,254 -900	-17%	-$232K	0.71%	25
2024 Q3	$1.25M	Buy	5,154 +23	+0.4%	+$5.36K	0.45%	46
2024 Q2	$1.18M	Buy	5,131 +2,102	+69%	+$482K	0.46%	41
2024 Q1	$714K	Buy	3,029 +1,752	+137%	+$392K	0.33%	58
2023 Q4	$280K	Buy	+1,277	New	+$255K	0.14%	119
2022 Q1	–	Sell	-1,628	Closed	-$415K	–	161
2021 Q4	$415K	Buy	+1,628	New	+$410K	0.28%	83

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Sterling Investment Counsel's VOT Position: Q2 2026 in Review

Sterling Investment Counsel reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 11% in Q2 2026, selling an estimated $138K and leaving 3,766 shares worth $1.15M. The position accounts for 0.27% of the portfolio, ranked #61.

Sterling Investment Counsel first reported a position in VOT in Q4 2021 and has held it in 12 quarters since. The position peaked at $1.48M in Q4 2025. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Sterling Investment Counsel held 3,766 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.15M as of Q2 2026.
Sterling Investment Counsel sold 480 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $138K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.27% of Sterling Investment Counsel's portfolio in Q2 2026, its #61 holding.
Sterling Investment Counsel first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 12 quarters since.
Sterling Investment Counsel's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.48M in Q4 2025.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sterling Investment Counsel's 13F filing for Q2 2026, filed 20 Jul 2026.