Transcend Capital Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Transcend Capital 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	$249K	Sell	812 -24	-3%	-$6.92K	0.02%	697
2026 Q1	$215K	Sell	836 -2	-0.2%	-$549	0.02%	656
2025 Q4	$234K	Sell	838 -687	-45%	-$197K	0.02%	609
2025 Q3	$448K	Buy	1,525 +16	+1%	+$4.62K	0.03%	398
2025 Q2	$429K	Sell	1,509 -110	-7%	-$28.4K	0.03%	360
2025 Q1	$396K	Buy	1,619 +121	+8%	+$31.5K	0.03%	410
2024 Q4	$380K	Buy	1,498 +1	+0.1%	+$257	0.03%	393
2024 Q3	$365K	Buy	1,497 +2	+0.1%	+$466	0.02%	443
2024 Q2	$343K	Buy	+1,495	New	+$343K	0.02%	435

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

Transcend Capital Advisors's VOT Position: Q2 2026 in Review

Transcend Capital Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.9% in Q2 2026, selling an estimated $6.92K and leaving 812 shares worth $249K. The position accounts for 0.02% of the portfolio, ranked #697.

Transcend Capital Advisors first reported a position in VOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $448K in Q3 2025. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Transcend Capital Advisors held 812 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $249K as of Q2 2026.
Transcend Capital Advisors sold 24 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.92K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Transcend Capital Advisors's portfolio in Q2 2026, its #697 holding.
Transcend Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Transcend Capital Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $448K in Q3 2025.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Transcend Capital Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.