Texas Yale Capital Corp’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Texas Yale Capital Corp’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	$7.82M	Hold	25,543	–	–	0.17%	71
2026 Q1	$6.57M	Sell	25,543 -1,355	-5%	-$372K	0.19%	78
2025 Q4	$7.51M	Buy	26,898 +4,456	+20%	+$1.28M	0.23%	60
2025 Q3	$6.59M	Buy	22,442 +1	+0%	+$288	0.21%	70
2025 Q2	$6.38M	Buy	22,441 +452	+2%	+$117K	0.21%	65
2025 Q1	$5.38M	Buy	21,989 +732	+3%	+$190K	0.22%	76
2024 Q4	$5.39M	Sell	21,257 -90	-0.4%	-$23.2K	0.22%	77
2024 Q3	$5.2M	Sell	21,347 -2	-0%	-$466	0.23%	78
2024 Q2	$4.9M	Sell	21,349 -70	-0.3%	-$16.1K	0.23%	77
2024 Q1	$5.05M	Buy	21,419 +1	+0%	+$224	0.22%	75
2023 Q4	$4.7M	Buy	21,418 +1	+0%	+$200	0.22%	73
2023 Q3	$4.17M	Sell	21,417 -249	-1%	-$50.8K	0.19%	72
2023 Q2	$4.46M	Sell	21,666 -2,765	-11%	-$536K	0.21%	72
2023 Q1	$4.76M	Sell	24,431 -199	-0.8%	-$38.1K	0.24%	70
2022 Q4	$4.43M	Buy	24,630 +1	+0%	+$181	0.25%	73
2022 Q3	$4.2M	Buy	24,629 +1	+0%	+$189	0.27%	67
2022 Q2	$4.32M	Buy	24,628 +1	+0%	+$194	0.28%	70
2022 Q1	$5.49M	Sell	24,627 -1,994	-7%	-$440K	0.3%	67
2021 Q4	$6.78M	Buy	26,621 +101	+0.4%	+$25.5K	0.34%	58
2021 Q3	$6.27M	Hold	26,520	–	–	0.36%	59
2021 Q2	$6.27M	Hold	26,520	–	–	0.36%	54
2021 Q1	$5.69M	Buy	26,520 +1	+0%	+$217	0.36%	55
2020 Q4	$5.62M	Buy	26,519 +1	+0%	+$197	0.38%	52
2020 Q3	$4.78M	Buy	26,518 +101	+0.4%	+$17.8K	0.37%	57
2020 Q2	$4.36M	Buy	26,417 +335	+1%	+$50.7K	0.35%	59
2020 Q1	$3.3M	Buy	26,082 +343	+1%	+$52.1K	0.33%	69
2019 Q4	$4.09M	Buy	25,739 +1	+0%	+$153	0.28%	69
2019 Q3	$3.81M	Buy	25,738 +2	+0%	+$300	0.27%	70
2019 Q2	$3.84M	Sell	25,736 -25,730	-50%	-$3.75M	0.29%	66
2019 Q1	$7.35M	Buy	51,466 +25,733	+100%	+$3.46M	0.29%	72
2018 Q4	$3.08M	Sell	25,733 -1,165	-4%	-$150K	0.28%	72
2018 Q3	$3.83M	Buy	26,898 +728	+3%	+$102K	0.31%	62
2018 Q2	$3.52M	Buy	26,170 +1,369	+6%	+$182K	0.3%	60
2018 Q1	$3.21M	Buy	24,801 +242	+1%	+$31.8K	0.28%	67
2017 Q4	$3.14M	Sell	24,559 -2,931	-11%	-$368K	0.27%	71
2017 Q3	$3.35M	Buy	27,490 +4	+0%	+$477	0.29%	63
2017 Q2	$3.23M	Buy	27,486 +2	+0%	+$232	0.28%	59
2017 Q1	$3.1M	Buy	27,484 +3	+0%	+$334	0.27%	62
2016 Q4	$2.9M	Buy	27,481 +4	+0%	+$420	0.27%	64
2016 Q3	$2.92M	Buy	27,477 +3	+0%	+$318	0.28%	71
2016 Q2	$2.8M	Buy	27,474 +2,002	+8%	+$202K	0.28%	74
2016 Q1	$2.55M	Buy	25,472 +3	+0%	+$280	0.26%	78
2015 Q4	$2.54M	Sell	25,469 -154	-0.6%	-$15.6K	0.24%	79
2015 Q3	$2.49M	Buy	25,623 +8	+0%	+$835	0.23%	80
2015 Q2	$2.73M	Sell	25,615 -1,659	-6%	-$180K	0.23%	88
2015 Q1	$2.95M	Hold	27,274	–	–	0.24%	80
2014 Q4	$2.77M	Buy	27,274 +13	+0%	+$1.28K	0.24%	75
2014 Q3	$2.63M	Hold	27,261	–	–	0.25%	72
2014 Q2	$2.63M	Hold	27,261	–	–	0.33%	67
2014 Q1	$2.52M	Buy	27,261 +9	+0%	+$823	0.35%	64
2013 Q4	$2.46M	Hold	27,252	–	–	0.38%	64
2013 Q3	$2.32M	Hold	27,252	–	–	0.39%	64
2013 Q2	$2.13M	Buy	+27,252	New	+$2.12M	0.37%	67

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

Texas Yale Capital Corp's VOT Position: Q2 2026 in Review

Texas Yale Capital Corp held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 25,543 shares worth $7.82M. The position accounts for 0.17% of the portfolio, ranked #71.

Texas Yale Capital Corp first reported a position in VOT in Q2 2013 and has held it in 53 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Texas Yale Capital Corp held 25,543 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $7.82M as of Q2 2026.
Texas Yale Capital Corp left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.17% of Texas Yale Capital Corp's portfolio in Q2 2026, its #71 holding.
Texas Yale Capital Corp first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2013 and has held it in 53 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Texas Yale Capital Corp's 13F filing for Q2 2026, filed 12 Aug 2026.