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

TPG Financial Advisors’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 		$1.25M Sell
4,077
-75
-2% -$21.6K 0.37% 31
2026
Q1 		$1.07M Sell
4,152
-816
-16% -$224K 0.35% 33
2025
Q4 		$1.39M Buy
4,968
+301
+6% +$86.1K 0.46% 31
2025
Q3 		$1.37M Sell
4,667
-63
-1% -$18.2K 0.51% 31
2025
Q2 		$1.35M Sell
4,730
-467
-9% -$120K 0.54% 31
2025
Q1 		$1.27M Sell
5,197
-361
-6% -$93.9K 0.56% 27
2024
Q4 		$1.41M Sell
5,558
-140
-2% -$36K 0.61% 27
2024
Q3 		$1.39M Buy
5,698
+215
+4% +$50.1K 0.62% 28
2024
Q2 		$1.26M Buy
+5,483
New +$1.26M 0.6% 29
2023
Q4 		$928K Sell
4,291
-18
-0.4% -$3.6K 0.47% 32
2023
Q3 		$839K Sell
4,309
-357
-8% -$72.9K 0.43% 30
2023
Q2 		$960K Sell
4,666
-13
-0.3% -$2.52K 0.5% 30
2023
Q1 		$912K Sell
4,679
-56
-1% -$10.7K 0.5% 28
2022
Q4 		$851K Sell
4,735
-240
-5% -$43.5K 0.52% 28
2022
Q3 		$848K Sell
4,975
-142
-3% -$26.9K 0.52% 27
2022
Q2 		$897K Sell
5,117
-41
-0.8% -$7.94K 0.6% 23
2022
Q1 		$1.15M Sell
5,158
-37
-0.7% -$8.17K 0.7% 22
2021
Q4 		$1.32M Sell
5,195
-116
-2% -$29.2K 0.81% 18
2021
Q3 		$1.25M Sell
5,311
-16
-0.3% -$3.87K 0.83% 19
2021
Q2 		$1.26M Sell
5,327
-205
-4% -$46K 0.88% 18
2021
Q1 		$1.19M Sell
5,532
-406
-7% -$88.1K 0.83% 18
2020
Q4 		$1.26M Sell
5,938
-40
-0.7% -$7.88K 0.93% 18
2020
Q3 		$1.08M Sell
5,978
-18
-0.3% -$3.17K 0.92% 18
2020
Q2 		$990K Sell
5,996
-45
-0.7% -$6.8K 0.89% 19
2020
Q1 		$765K Sell
6,041
-133
-2% -$20.2K 0.76% 21
2019
Q4 		$980K Sell
6,174
-33
-0.5% -$5.04K 0.81% 23
2019
Q3 		$919K Sell
6,207
-94
-1% -$14.1K 0.83% 21
2019
Q2 		$957K Sell
6,301
-455
-7% -$66.4K 0.88% 17
2019
Q1 		$975K Sell
6,756
-48
-0.7% -$6.46K 0.94% 18
2018
Q4 		$814K Buy
+6,804
New +$874K 0.88% 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

TPG Financial Advisors's VOT Position: Q2 2026 in Review

TPG Financial Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.8% in Q2 2026, selling an estimated $21.6K and leaving 4,077 shares worth $1.25M. The position accounts for 0.37% of the portfolio, ranked #31.

TPG Financial Advisors first reported a position in VOT in Q4 2018 and has held it in 30 quarters since. The position peaked at $1.41M in Q4 2024. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • TPG Financial Advisors held 4,077 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.25M as of Q2 2026.
  • TPG Financial Advisors sold 75 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $21.6K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.37% of TPG Financial Advisors's portfolio in Q2 2026, its #31 holding.
  • TPG Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
  • TPG Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.41M in Q4 2024.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on TPG Financial Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.