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

Verdence 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 		$468K Sell
1,527
-679
-31% -$196K 0.02% 448
2026
Q1 		$568K Buy
2,206
+1
+0% +$274 0.03% 408
2025
Q4 		$616K Sell
2,205
-41
-2% -$11.7K 0.04% 370
2025
Q3 		$670K Buy
2,246
+44
+2% +$12.7K 0.04% 369
2025
Q2 		$626K Sell
2,202
-400
-15% -$103K 0.04% 347
2025
Q1 		$636K Sell
2,602
-928
-26% -$241K 0.05% 318
2024
Q4 		$896K Sell
3,530
-1,241
-26% -$319K 0.07% 263
2024
Q3 		$1.16M Buy
4,771
+444
+10% +$103K 0.09% 236
2024
Q2 		$993K Buy
4,327
+2,116
+96% +$485K 0.09% 241
2024
Q1 		$521K Buy
2,211
+66
+3% +$14.8K 0.05% 341
2023
Q4 		$471K Buy
2,145
+2
+0.1% +$400 0.05% 344
2023
Q3 		$417K Buy
2,143
+690
+47% +$141K 0.05% 352
2023
Q2 		$299K Hold
1,453
– – 0.03% 418
2023
Q1 		$283K Buy
1,453
+171
+13% +$32.7K 0.03% 435
2022
Q4 		$230K Buy
1,282
+50
+4% +$9.06K 0.03% 443
2022
Q3 		$210K Hold
1,232
– – 0.03% 478
2022
Q2 		$216K Buy
+1,232
New +$238K 0.03% 467

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

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

Verdence Capital Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 31% in Q2 2026, selling an estimated $196K and leaving 1,527 shares worth $468K. The position accounts for 0.02% of the portfolio, ranked #448.

Verdence Capital Advisors first reported a position in VOT in Q2 2022 and has held it in 17 quarters since. The position peaked at $1.16M in Q3 2024. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Verdence Capital Advisors held 1,527 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $468K as of Q2 2026.
  • Verdence Capital Advisors sold 679 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $196K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Verdence Capital Advisors's portfolio in Q2 2026, its #448 holding.
  • Verdence Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Verdence Capital Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.16M in Q3 2024.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Verdence Capital Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.