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

Transamerica 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	$7.38M	Sell	24,087 -1,882	-7%	-$543K	0.62%	35
2026 Q1	$6.68M	Sell	25,969 -3,140	-11%	-$862K	0.57%	44
2025 Q4	$8.13M	Sell	29,109 -2,283	-7%	-$653K	0.68%	35
2025 Q3	$9.22M	Buy	31,392 +275	+0.9%	+$79.3K	0.77%	27
2025 Q2	$8.85M	Buy	31,117 +1,549	+5%	+$399K	0.83%	24
2025 Q1	$7.23M	Buy	29,568 +801	+3%	+$208K	0.74%	26
2024 Q4	$7.3M	Buy	28,767 +1,078	+4%	+$277K	0.72%	25
2024 Q3	$6.74M	Buy	27,689 +4,048	+17%	+$943K	0.66%	32
2024 Q2	$5.43M	Hold	23,641	–	–	0.58%	44
2024 Q1	$5.58M	Buy	+23,641	New	+$5.3M	0.57%	42
2016 Q2	–	Sell	-70	Closed	-$8K	–	700
2016 Q1	$8K	Hold	70	–	–	﹤0.01%	581
2015 Q4	$7K	Hold	70	–	–	﹤0.01%	647
2015 Q3	$7K	Sell	70 -402	-85%	-$42K	﹤0.01%	625
2015 Q2	$51K	Sell	472 -166	-26%	-$18K	﹤0.01%	453
2015 Q1	$69K	Buy	+638	New	+$66.4K	﹤0.01%	402

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

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

Transamerica Financial Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 7.2% in Q2 2026, selling an estimated $543K and leaving 24,087 shares worth $7.38M. The position accounts for 0.62% of the portfolio, ranked #35.

Transamerica Financial Advisors first reported a position in VOT in Q1 2015 and has held it in 15 quarters since. The position peaked at $9.22M in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Transamerica Financial Advisors held 24,087 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $7.38M as of Q2 2026.
Transamerica Financial Advisors sold 1,882 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $543K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.62% of Transamerica Financial Advisors's portfolio in Q2 2026, its #35 holding.
Transamerica Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2015 and has held it in 15 quarters since.
Transamerica Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $9.22M in Q3 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Transamerica Financial Advisors's 13F filing for Q2 2026, filed 17 Aug 2026.