Townsend Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Townsend Asset Management’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	$442K	Buy	1,445 +2	+0.1%	+$577	0.14%	98
2026 Q1	$371K	Sell	1,443 -288	-17%	-$79K	0.13%	98
2025 Q4	$483K	Sell	1,731 -9	-0.5%	-$2.58K	0.17%	86
2025 Q3	$511K	Buy	1,740 +2	+0.1%	+$577	0.18%	84
2025 Q2	$494K	Buy	1,738 +430	+33%	+$111K	0.18%	87
2025 Q1	$320K	Sell	1,308 -141	-10%	-$36.7K	0.12%	100
2024 Q4	$368K	Buy	1,449 +1	+0.1%	+$257	0.13%	96
2024 Q3	$352K	Sell	1,448 -33	-2%	-$7.68K	0.13%	105
2024 Q2	$340K	Hold	1,481	–	–	0.13%	102
2024 Q1	$349K	Buy	1,481 +2	+0.1%	+$448	0.14%	99
2023 Q4	$325K	Buy	1,479 +2	+0.1%	+$400	0.15%	96
2023 Q3	$288K	Buy	1,477 +1	+0.1%	+$204	0.15%	98
2023 Q2	$304K	Buy	1,476 +180	+14%	+$34.9K	0.15%	101
2023 Q1	$253K	Sell	1,296 -177	-12%	-$33.9K	0.13%	114
2022 Q4	$265K	Buy	1,473 +2	+0.1%	+$362	0.13%	117
2022 Q3	$251K	Buy	1,471 +2	+0.1%	+$379	0.14%	113
2022 Q2	$258K	Sell	1,469 -133	-8%	-$25.7K	0.13%	121
2022 Q1	$357K	Buy	1,602 +1	+0.1%	+$221	0.17%	98
2021 Q4	$408K	Buy	1,601 +4	+0.3%	+$1.01K	0.19%	93
2021 Q3	$377K	Buy	1,597 +92	+6%	+$22.3K	0.2%	91
2021 Q2	$356K	Buy	1,505 +1	+0.1%	+$224	0.2%	96
2021 Q1	$323K	Hold	1,504	–	–	0.2%	101
2020 Q4	$319K	Buy	1,504 +606	+67%	+$119K	0.21%	98
2020 Q3	$162K	Sell	898 -77	-8%	-$13.6K	0.13%	130
2020 Q2	$161K	Sell	975 -100	-9%	-$15.1K	0.13%	128
2020 Q1	$136K	Sell	1,075 -238	-18%	-$36.1K	0.14%	121
2019 Q4	$209K	Buy	+1,313	New	+$200K	0.17%	130

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

Townsend Asset Management's VOT Position: Q2 2026 in Review

Townsend Asset Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.14% in Q2 2026, buying an estimated $577 and bringing the position to 1,445 shares worth $442K. The position accounts for 0.14% of the portfolio, ranked #98.

Townsend Asset Management first reported a position in VOT in Q4 2019 and has held it in 27 quarters since. The position peaked at $511K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Townsend Asset Management held 1,445 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $442K as of Q2 2026.
Townsend Asset Management bought 2 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $577.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.14% of Townsend Asset Management's portfolio in Q2 2026, its #98 holding.
Townsend Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 27 quarters since.
Townsend Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $511K in Q3 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Townsend Asset Management's 13F filing for Q2 2026, filed 24 Jul 2026.