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TD Private Client Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

TD Private Client Wealth’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 		$322K Sell
1,051
-269
-20% -$77.6K 0.01% 586
2026
Q1 		$340K Buy
1,320
+25
+2% +$6.86K 0.01% 550
2025
Q4 		$361K Sell
1,295
-122
-9% -$34.9K 0.01% 538
2025
Q3 		$416K Buy
1,417
+105
+8% +$30.3K 0.01% 513
2025
Q2 		$373K Sell
1,312
-240
-15% -$61.9K 0.01% 513
2025
Q1 		$380K Sell
1,552
-917
-37% -$238K 0.01% 488
2024
Q4 		$627K Sell
2,469
-354
-13% -$91.1K 0.02% 425
2024
Q3 		$687K Buy
2,823
+2
+0.1% +$466 0.02% 422
2024
Q2 		$648K Sell
2,821
-51
-2% -$11.7K 0.02% 407
2024
Q1 		$677K Sell
2,872
-121
-4% -$27.1K 0.02% 407
2023
Q4 		$657K Buy
2,993
+274
+10% +$54.8K 0.02% 396
2023
Q3 		$530K Buy
2,719
+1,297
+91% +$265K 0.02% 405
2023
Q2 		$293K Buy
1,422
+412
+41% +$79.8K 0.01% 501
2023
Q1 		$197K Sell
1,010
-347
-26% -$66.4K 0.01% 548
2022
Q4 		$244K Buy
1,357
+4
+0.3% +$725 0.01% 522
2022
Q3 		$231K Sell
1,353
-33
-2% -$6.25K 0.01% 516
2022
Q2 		$243K Buy
1,386
+108
+8% +$20.9K 0.01% 505
2022
Q1 		$285K Buy
1,278
+4
+0.3% +$883 0.01% 502
2021
Q4 		$324K Buy
1,274
+133
+12% +$33.5K 0.01% 476
2021
Q3 		$270K Buy
1,141
+110
+11% +$26.6K 0.01% 486
2021
Q2 		$244K Buy
1,031
+4
+0.4% +$897 0.01% 496
2021
Q1 		$220K Sell
1,027
-148
-13% -$32.1K 0.01% 493
2020
Q4 		$249K Sell
1,175
-156
-12% -$30.7K 0.01% 462
2020
Q3 		$240K Buy
1,331
+102
+8% +$18K 0.01% 440
2020
Q2 		$203K Buy
1,229
+230
+23% +$34.8K 0.01% 455
2020
Q1 		$127K Buy
999
+280
+39% +$42.5K 0.01% 469
2019
Q4 		$114K Buy
+719
New +$110K 0.01% 509

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

TD Private Client Wealth's VOT Position: Q2 2026 in Review

TD Private Client Wealth reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 20% in Q2 2026, selling an estimated $77.6K and leaving 1,051 shares worth $322K. The position accounts for 0.01% of the portfolio, ranked #586.

TD Private Client Wealth first reported a position in VOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $687K in Q3 2024. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • TD Private Client Wealth held 1,051 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $322K as of Q2 2026.
  • TD Private Client Wealth sold 269 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $77.6K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of TD Private Client Wealth's portfolio in Q2 2026, its #586 holding.
  • TD Private Client Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
  • TD Private Client Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $687K in Q3 2024.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on TD Private Client Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.