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

Summit Financial’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	$5.19M	Buy	16,942 +2,748	+19%	+$793K	0.06%	338
2026 Q1	$3.65M	Buy	14,194 +12,980	+1,069%	+$3.56M	0.05%	398
2025 Q4	$339K	Buy	+1,214	New	+$347K	0.01%	1030
2022 Q2	–	Sell	-1,090	Closed	-$243K	–	255
2022 Q1	$243K	Sell	1,090 -1,312	-55%	-$290K	0.02%	230
2021 Q4	$612K	Buy	2,402 +185	+8%	+$46.6K	0.05%	152
2021 Q3	$524K	Buy	+2,217	New	+$537K	0.04%	140

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

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

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 San Francisco, California $617B AUM 30.33% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

UBS Group Zurich, Switzerland $786B AUM 40.34% 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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Summit Financial's VOT Position: Q2 2026 in Review

Summit Financial increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 19% in Q2 2026, buying an estimated $793K and bringing the position to 16,942 shares worth $5.19M. The position accounts for 0.06% of the portfolio, ranked #338.

Summit Financial first reported a position in VOT in Q3 2021 and has held it in 6 quarters since. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Summit Financial held 16,942 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $5.19M as of Q2 2026.
Summit Financial bought 2,748 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $793K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Summit Financial's portfolio in Q2 2026, its #338 holding.
Summit Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2021 and has held it in 6 quarters since.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Summit Financial's 13F filing for Q2 2026, filed 12 Aug 2026.