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

TME Financial’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 		$1.63M Sell
5,337
-5,910
-53% -$1.7M 1.01% 27
2026
Q1 		$2.89M Sell
11,247
-7,246
-39% -$1.99M 2.01% 16
2025
Q4 		$5.16M Buy
18,493
+8,423
+84% +$2.41M 3.63% 10
2025
Q3 		$2.96M Buy
10,070
+403
+4% +$116K 2.22% 16
2025
Q2 		$2.75M Buy
9,667
+8,771
+979% +$2.26M 2.22% 17
2025
Q1 		$219K Sell
896
-6,032
-87% -$1.57M 0.19% 66
2024
Q4 		$1.69M Buy
+6,928
New +$1.78M 1.58% 22

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

TME Financial's VOT Position: Q2 2026 in Review

TME Financial reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 53% in Q2 2026, selling an estimated $1.7M and leaving 5,337 shares worth $1.63M. The position accounts for 1.01% of the portfolio, ranked #27.

TME Financial first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $5.16M in Q4 2025. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • TME Financial held 5,337 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.63M as of Q2 2026.
  • TME Financial sold 5,910 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.7M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.01% of TME Financial's portfolio in Q2 2026, its #27 holding.
  • TME Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • TME Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $5.16M in Q4 2025.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on TME Financial's 13F filing for Q2 2026, filed 23 Jul 2026.