Tradewinds Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Tradewinds Capital 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	$179K	Hold	583	–	–	0.03%	116
2026 Q1	$150K	Hold	583	–	–	0.03%	117
2025 Q4	$163K	Buy	583 +496	+570%	+$142K	0.03%	112
2025 Q3	$25.7K	Sell	87 -16	-16%	-$4.62K	0.01%	273
2025 Q2	$29.3K	Buy	103 +16	+18%	+$4.13K	0.01%	248
2025 Q1	$21.4K	Buy	+87	New	+$22.6K	0.01%	281
2022 Q2	–	Sell	-11	Closed	-$2K	–	796
2022 Q1	$2K	Hold	11	–	–	﹤0.01%	693
2021 Q4	$3K	Hold	11	–	–	﹤0.01%	653
2021 Q3	$3K	Hold	11	–	–	﹤0.01%	635
2021 Q2	$3K	Sell	11 -22	-67%	-$4.93K	﹤0.01%	648
2021 Q1	$7K	Hold	33	–	–	﹤0.01%	505
2020 Q4	$7K	Hold	33	–	–	﹤0.01%	480
2020 Q3	$6K	Hold	33	–	–	﹤0.01%	469
2020 Q2	$5K	Hold	33	–	–	﹤0.01%	486
2020 Q1	$4K	Hold	33	–	–	﹤0.01%	490
2019 Q4	$5K	Hold	33	–	–	﹤0.01%	508
2019 Q3	$5K	Hold	33	–	–	﹤0.01%	460
2019 Q2	$5K	Hold	33	–	–	﹤0.01%	463
2019 Q1	$5K	Hold	33	–	–	﹤0.01%	470
2018 Q4	$4K	Hold	33	–	–	﹤0.01%	501
2018 Q3	$5K	Hold	33	–	–	﹤0.01%	506
2018 Q2	$4K	Hold	33	–	–	﹤0.01%	516
2018 Q1	$4K	Hold	33	–	–	﹤0.01%	511
2017 Q4	$4K	Hold	33	–	–	﹤0.01%	538
2017 Q3	$4K	Hold	33	–	–	﹤0.01%	518
2017 Q2	$4K	Buy	+33	New	+$3.83K	﹤0.01%	513

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

Tradewinds Capital Management's VOT Position: Q2 2026 in Review

Tradewinds Capital Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 583 shares worth $179K. The position accounts for 0.03% of the portfolio, ranked #116.

Tradewinds Capital Management first reported a position in VOT in Q2 2017 and has held it in 26 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Tradewinds Capital Management held 583 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $179K as of Q2 2026.
Tradewinds Capital Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Tradewinds Capital Management's portfolio in Q2 2026, its #116 holding.
Tradewinds Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2017 and has held it in 26 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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