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StoneX Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

StoneX Group’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 		$412K Sell
1,342
-121
-8% -$34.9K 0.02% 648
2026
Q1 		$377K Sell
1,463
-300
-17% -$82.3K 0.02% 495
2025
Q4 		$493K Sell
1,763
-2,210
-56% -$632K 0.02% 536
2025
Q3 		$1.17M Buy
3,973
+2,168
+120% +$625K 0.05% 315
2025
Q2 		$514K Sell
1,805
-572
-24% -$147K 0.03% 496
2025
Q1 		$581K Buy
2,377
+325
+16% +$84.5K 0.03% 435
2024
Q4 		$521K Buy
2,052
+77
+4% +$19.8K 0.03% 459
2024
Q3 		$481K Buy
1,975
+122
+7% +$28.4K 0.22% 133
2024
Q2 		$426K Buy
1,853
+138
+8% +$31.6K 0.2% 133
2024
Q1 		$404K Sell
1,715
-46
-3% -$10.3K 0.21% 131
2023
Q4 		$387K Buy
1,761
+573
+48% +$115K 0.21% 135
2023
Q3 		$231K Buy
+1,188
New +$243K 0.13% 248
2022
Q3 		– Sell
-1,233
Closed -$216K – 512
2022
Q2 		$216K Sell
1,233
-559
-31% -$108K 0.04% 328
2022
Q1 		$399K Buy
1,792
+55
+3% +$12.1K 0.04% 361
2021
Q4 		$442K Sell
1,737
-2
-0.1% -$504 0.05% 316
2021
Q3 		$411K Buy
1,739
+533
+44% +$129K 0.06% 296
2021
Q2 		$285K Buy
1,206
+17
+1% +$3.81K 0.04% 371
2021
Q1 		$255K Sell
1,189
-44
-4% -$9.54K 0.05% 345
2020
Q4 		$262K Sell
1,233
-63
-5% -$12.4K 0.06% 291
2020
Q3 		$233K Buy
+1,296
New +$229K 0.08% 270
2019
Q3 		– Sell
-2,165
Closed -$324K – 271
2019
Q2 		$324K Sell
2,165
-485
-18% -$70.7K 0.21% 152
2019
Q1 		$379K Buy
+2,650
New +$356K 0.29% 117

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

StoneX Group's VOT Position: Q2 2026 in Review

StoneX Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 8.3% in Q2 2026, selling an estimated $34.9K and leaving 1,342 shares worth $412K. The position accounts for 0.02% of the portfolio, ranked #648.

StoneX Group first reported a position in VOT in Q1 2019 and has held it in 22 quarters since. The position peaked at $1.17M in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • StoneX Group held 1,342 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $412K as of Q2 2026.
  • StoneX Group sold 121 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $34.9K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of StoneX Group's portfolio in Q2 2026, its #648 holding.
  • StoneX Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2019 and has held it in 22 quarters since.
  • StoneX Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.17M in Q3 2025.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on StoneX Group's 13F filing for Q2 2026, filed 12 Aug 2026.