Syntax Research’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Syntax Research’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	$256K	Hold	837	–	–	0.19%	53
2026 Q1	$215K	Hold	837	–	–	0.14%	64
2025 Q4	$234K	Hold	837	–	–	0.14%	63
2025 Q3	$246K	Hold	837	–	–	0.16%	65
2025 Q2	$238K	Hold	837	–	–	0.17%	62
2025 Q1	$205K	Hold	837	–	–	0.14%	66
2024 Q4	$212K	Hold	837	–	–	0.15%	63
2024 Q3	$204K	Hold	837	–	–	0.14%	63
2024 Q2	$192K	Hold	837	–	–	0.15%	57
2024 Q1	$197K	Hold	837	–	–	0.15%	60
2023 Q4	$184K	Hold	837	–	–	0.15%	58
2023 Q3	$163K	Buy	+837	New	+$171K	0.13%	60

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

Syntax Research's VOT Position: Q2 2026 in Review

Syntax Research held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 837 shares worth $256K. The position accounts for 0.19% of the portfolio, ranked #53.

Syntax Research first reported a position in VOT in Q3 2023 and has held it in 12 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Syntax Research held 837 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $256K as of Q2 2026.
Syntax Research left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.19% of Syntax Research's portfolio in Q2 2026, its #53 holding.
Syntax Research first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Syntax Research's 13F filing for Q2 2026, filed 31 Jul 2026.