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Tidal Investments’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Tidal Investments’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 		$7.87M Buy
25,698
+7,778
+43% +$2.24M 0.01% 782
2026
Q1 		$4.61M Sell
17,920
-7,275
-29% -$2M 0.01% 836
2025
Q4 		$7.03M Sell
25,195
-9,253
-27% -$2.65M 0.02% 552
2025
Q3 		$10.1M Sell
34,448
-7,579
-18% -$2.19M 0.02% 429
2025
Q2 		$12M Buy
42,027
+10,869
+35% +$2.8M 0.07% 289
2025
Q1 		$7.62M Buy
31,158
+3,480
+13% +$905K 0.06% 316
2024
Q4 		$7.02M Buy
+27,678
New +$7.12M 0.06% 345

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

Tidal Investments's VOT Position: Q2 2026 in Review

Tidal Investments increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 43% in Q2 2026, buying an estimated $2.24M and bringing the position to 25,698 shares worth $7.87M. The position accounts for 0.01% of the portfolio, ranked #782.

Tidal Investments first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $12M in Q2 2025. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Tidal Investments held 25,698 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $7.87M as of Q2 2026.
  • Tidal Investments bought 7,778 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.24M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Tidal Investments's portfolio in Q2 2026, its #782 holding.
  • Tidal Investments first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Tidal Investments's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $12M in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Tidal Investments's 13F filing for Q2 2026, filed 13 Aug 2026.