Valmark Advisers’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Valmark Advisers’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	$233K	Buy	+762	New	+$220K	﹤0.01%	685
2026 Q1	–	Sell	-1,503	Closed	-$420K	–	707
2025 Q4	$420K	Buy	1,503 +673	+81%	+$193K	0.01%	478
2025 Q3	$244K	Hold	830	–	–	﹤0.01%	603
2025 Q2	$236K	Hold	830	–	–	﹤0.01%	597
2025 Q1	$203K	Sell	830 -533	-39%	-$139K	﹤0.01%	592
2024 Q4	$346K	Sell	1,363 -48	-3%	-$12.4K	0.01%	482
2024 Q3	$344K	Buy	1,411 +6	+0.4%	+$1.4K	0.01%	475
2024 Q2	$323K	Buy	1,405 +28	+2%	+$6.42K	0.01%	457
2024 Q1	$325K	Hold	1,377	–	–	0.01%	443
2023 Q4	$302K	Buy	1,377 +193	+16%	+$38.6K	0.01%	420
2023 Q3	$231K	Sell	1,184 -19	-2%	-$3.88K	﹤0.01%	442
2023 Q2	$248K	Buy	1,203 +88	+8%	+$17.1K	0.01%	433
2023 Q1	$217K	Hold	1,115	–	–	﹤0.01%	443
2022 Q4	$200K	Buy	+1,115	New	+$202K	﹤0.01%	436
2022 Q2	–	Sell	-1,007	Closed	-$224K	–	439
2022 Q1	$224K	Buy	+1,007	New	+$222K	﹤0.01%	405

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

Valmark Advisers's VOT Position: Q2 2026 in Review

Valmark Advisers opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 762 shares worth $233K. The stake represents ﹤0.01% of the portfolio and ranks #685 among its holdings. This is a return to the name: Valmark Advisers previously reported a position in VOT as recently as Q4 2025.

Valmark Advisers first reported a position in VOT in Q1 2022 and has held it in 15 quarters since. The position peaked at $420K in Q4 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Valmark Advisers held 762 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $233K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Valmark Advisers position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Valmark Advisers's portfolio in Q2 2026, its #685 holding.
Valmark Advisers first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 15 quarters since.
Valmark Advisers's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $420K in Q4 2025.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Valmark Advisers's 13F filing for Q2 2026, filed 6 Aug 2026.