Valley Forge Investment Consultants’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Valley Forge Investment Consultants’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	$835K	Buy	2,725 +3	+0.1%	+$865	0.21%	35
2026 Q1	$700K	Buy	2,722 +819	+43%	+$225K	0.21%	37
2025 Q4	$531K	Buy	1,903 +498	+35%	+$143K	0.15%	46
2025 Q3	$413K	Buy	1,405 +456	+48%	+$132K	0.12%	56
2025 Q2	$270K	Hold	949	–	–	0.09%	73
2025 Q1	$232K	Buy	949 +2	+0.2%	+$520	0.08%	68
2024 Q4	$240K	Buy	947 +2	+0.2%	+$515	0.08%	70
2024 Q3	$230K	Buy	945 +3	+0.3%	+$699	0.08%	70
2024 Q2	$216K	Hold	942	–	–	0.08%	70
2024 Q1	$222K	Buy	942 +2	+0.2%	+$448	0.09%	70
2023 Q4	$206K	Buy	+940	New	+$188K	0.09%	66

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

Valley Forge Investment Consultants's VOT Position: Q2 2026 in Review

Valley Forge Investment Consultants increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.11% in Q2 2026, buying an estimated $865 and bringing the position to 2,725 shares worth $835K. The position accounts for 0.21% of the portfolio, ranked #35.

Valley Forge Investment Consultants first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Valley Forge Investment Consultants held 2,725 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $835K as of Q2 2026.
Valley Forge Investment Consultants bought 3 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $865.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.21% of Valley Forge Investment Consultants's portfolio in Q2 2026, its #35 holding.
Valley Forge Investment Consultants first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Valley Forge Investment Consultants's 13F filing for Q2 2026, filed 7 Aug 2026.