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

Thoroughbred Financial Services’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	$283K	Sell	925 -125	-12%	-$36.1K	0.01%	539
2026 Q1	$270K	Sell	1,050 -32	-3%	-$8.78K	0.02%	515
2025 Q4	$302K	Buy	+1,082	New	+$310K	0.02%	483
2025 Q2	–	Sell	-1,028	Closed	-$251K	–	706
2025 Q1	$251K	Sell	1,028 -12	-1%	-$3.12K	0.02%	602
2024 Q4	$264K	Hold	1,040	–	–	0.02%	576
2024 Q3	$253K	Sell	1,040 -18	-2%	-$4.19K	0.02%	558
2024 Q2	$242K	Buy	+1,058	New	+$243K	0.02%	558
2024 Q1	–	Sell	-1,058	Closed	-$232K	–	607
2023 Q4	$232K	Buy	+1,058	New	+$212K	0.02%	538

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

Thoroughbred Financial Services's VOT Position: Q2 2026 in Review

Thoroughbred Financial Services reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 12% in Q2 2026, selling an estimated $36.1K and leaving 925 shares worth $283K. The position accounts for 0.01% of the portfolio, ranked #539.

Thoroughbred Financial Services first reported a position in VOT in Q4 2023 and has held it in 8 quarters since. The position peaked at $302K in Q4 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Thoroughbred Financial Services held 925 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $283K as of Q2 2026.
Thoroughbred Financial Services sold 125 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $36.1K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Thoroughbred Financial Services's portfolio in Q2 2026, its #539 holding.
Thoroughbred Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
Thoroughbred Financial Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $302K in Q4 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Thoroughbred Financial Services's 13F filing for Q2 2026, filed 11 Aug 2026.