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

Tucker 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	$9.19K	Sell	30 -3	-9%	-$865	﹤0.01%	350
2026 Q1	$8.49K	Buy	33 +6	+22%	+$1.65K	﹤0.01%	302
2025 Q4	$7.54K	Hold	27	–	–	﹤0.01%	631
2025 Q3	$7.93K	Sell	27 -1	-4%	-$288	﹤0.01%	262
2025 Q2	$7.96K	Hold	28	–	–	﹤0.01%	232
2025 Q1	$6.85K	Hold	28	–	–	﹤0.01%	249
2024 Q4	$7.11K	Hold	28	–	–	﹤0.01%	875
2024 Q3	$6.82K	Hold	28	–	–	﹤0.01%	819
2024 Q2	$6.43K	Buy	28 +5	+22%	+$1.15K	﹤0.01%	974
2024 Q1	$5.42K	Buy	+23	New	+$5.15K	﹤0.01%	1051
2023 Q3	–	Sell	-30	Closed	-$6.17K	–	1563
2023 Q2	$6.17K	Hold	30	–	–	﹤0.01%	625
2023 Q1	$5.85K	Hold	30	–	–	﹤0.01%	666
2022 Q4	$5.41K	Hold	30	–	–	﹤0.01%	429
2022 Q3	$5.46K	Buy	30 +28	+1,400%	+$5.3K	﹤0.01%	413
2022 Q2	$351	Buy	+2	New	+$387	﹤0.01%	599

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

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

Tucker Asset Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 9.1% in Q2 2026, selling an estimated $865 and leaving 30 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #350.

Tucker Asset Management first reported a position in VOT in Q2 2022 and has held it in 15 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Tucker Asset Management held 30 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $9.19K as of Q2 2026.
Tucker Asset Management sold 3 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $865.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Tucker Asset Management's portfolio in Q2 2026, its #350 holding.
Tucker Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 15 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Tucker Asset Management's 13F filing for Q2 2026, filed 27 Aug 2026.