VVP
VOT icon

Venture Visionary Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Venture Visionary Partners’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 		$2.21M Sell
7,205
-37
-0.5% -$10.7K 0.06% 234
2026
Q1 		$1.86M Sell
7,242
-73
-1% -$20K 0.06% 235
2025
Q4 		$2.04M Sell
7,315
-233
-3% -$66.7K 0.07% 220
2025
Q3 		$2.22M Sell
7,548
-897
-11% -$259K 0.08% 195
2025
Q2 		$2.4M Buy
8,445
+342
+4% +$88.2K 0.09% 177
2025
Q1 		$1.98M Sell
8,103
-17,960
-69% -$4.67M 0.08% 191
2024
Q4 		$6.61M Sell
26,063
-44
-0.2% -$11.3K 0.28% 94
2024
Q3 		$6.36M Buy
26,107
+336
+1% +$78.2K 0.28% 93
2024
Q2 		$5.92M Buy
25,771
+554
+2% +$127K 0.27% 100
2024
Q1 		$5.95M Buy
25,217
+3,448
+16% +$772K 0.28% 94
2023
Q4 		$4.78M Buy
21,769
+4,752
+28% +$950K 0.25% 101
2023
Q3 		$3.31M Buy
17,017
+15,815
+1,316% +$3.23M 0.2% 119
2023
Q2 		$247K Buy
1,202
+10
+0.8% +$1.94K 0.01% 444
2023
Q1 		$232K Buy
1,192
+2
+0.2% +$383 0.01% 448
2022
Q4 		$214K Buy
1,190
+2
+0.2% +$362 0.02% 436
2022
Q3 		$202K Buy
1,188
+2
+0.2% +$379 0.02% 431
2022
Q2 		$208K Sell
1,186
-1,944
-62% -$376K 0.02% 437
2022
Q1 		$697K Buy
3,130
+2
+0.1% +$441 0.05% 267
2021
Q4 		$796K Buy
3,128
+1
+0% +$252 0.05% 254
2021
Q3 		$739K Hold
3,127
– – 0.05% 255
2021
Q2 		$739K Buy
3,127
+1
+0% +$224 0.06% 243
2021
Q1 		$670K Buy
3,126
+1,518
+94% +$329K 0.06% 256
2020
Q4 		$341K Buy
+1,608
New +$317K 0.04% 299

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Venture Visionary Partners's VOT Position: Q2 2026 in Review

Venture Visionary Partners reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.51% in Q2 2026, selling an estimated $10.7K and leaving 7,205 shares worth $2.21M. The position accounts for 0.06% of the portfolio, ranked #234.

Venture Visionary Partners first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $6.61M in Q4 2024. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Venture Visionary Partners held 7,205 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.21M as of Q2 2026.
  • Venture Visionary Partners sold 37 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $10.7K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Venture Visionary Partners's portfolio in Q2 2026, its #234 holding.
  • Venture Visionary Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Venture Visionary Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $6.61M in Q4 2024.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Venture Visionary Partners's 13F filing for Q2 2026, filed 27 Jul 2026.