Summit Financial Strategies’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Summit Financial Strategies’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	$208K	Buy	+678	New	+$196K	0.01%	158
2025 Q4	–	Sell	-705	Closed	-$207K	–	175
2025 Q3	$207K	Sell	705 -7	-1%	-$2.02K	0.02%	147
2025 Q2	$202K	Sell	712 -144	-17%	-$37.1K	0.02%	144
2025 Q1	$209K	Sell	856 -72	-8%	-$18.7K	0.02%	139
2024 Q4	$235K	Hold	928	–	–	0.03%	129
2024 Q3	$226K	Buy	928 +4	+0.4%	+$932	0.03%	133
2024 Q2	$212K	Hold	924	–	–	0.03%	135
2024 Q1	$218K	Hold	924	–	–	0.03%	133
2023 Q4	$203K	Buy	+924	New	+$185K	0.03%	136
2022 Q2	–	Sell	-915	Closed	-$204K	–	132
2022 Q1	$204K	Hold	915	–	–	0.04%	115
2021 Q4	$233K	Hold	915	–	–	0.05%	108
2021 Q3	$216K	Hold	915	–	–	0.04%	112
2021 Q2	$216K	Buy	+915	New	+$205K	0.04%	113
2021 Q1	–	Sell	-2,268	Closed	-$481K	–	79
2020 Q4	$481K	Hold	2,268	–	–	0.17%	41
2020 Q3	$409K	Hold	2,268	–	–	0.17%	40
2020 Q2	$374K	Buy	+2,268	New	+$343K	0.17%	40

Other funds holding VOT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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

McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Summit Financial Strategies's VOT Position: Q2 2026 in Review

Summit Financial Strategies opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 678 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #158 among its holdings. This is a return to the name: Summit Financial Strategies previously reported a position in VOT as recently as Q3 2025.

Summit Financial Strategies first reported a position in VOT in Q2 2020 and has held it in 16 quarters since. The position peaked at $481K in Q4 2020. 743 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Summit Financial Strategies held 678 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $208K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Summit Financial Strategies position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Summit Financial Strategies's portfolio in Q2 2026, its #158 holding.
Summit Financial Strategies first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 16 quarters since.
Summit Financial Strategies's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $481K in Q4 2020.
743 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Summit Financial Strategies's 13F filing for Q2 2026, filed 24 Jul 2026.