Vermillion Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Vermillion Wealth 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	$153K	Buy	499 +1	+0.2%	+$288	0.04%	288
2026 Q1	$128K	Buy	498 +11	+2%	+$3.02K	0.05%	123
2025 Q4	$136K	Buy	487 +1	+0.2%	+$286	0.06%	122
2025 Q3	$143K	Buy	486 +1	+0.2%	+$288	0.04%	287
2025 Q2	$138K	Sell	485 -5	-1%	-$1.29K	0.07%	104
2025 Q1	$120K	Hold	490	–	–	0.04%	287
2024 Q4	$124K	Buy	+490	New	+$126K	0.06%	112

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

Vermillion Wealth Management's VOT Position: Q2 2026 in Review

Vermillion Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.2% in Q2 2026, buying an estimated $288 and bringing the position to 499 shares worth $153K. The position accounts for 0.04% of the portfolio, ranked #288.

Vermillion Wealth Management first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Vermillion Wealth Management held 499 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $153K as of Q2 2026.
Vermillion Wealth Management bought 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $288.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Vermillion Wealth Management's portfolio in Q2 2026, its #288 holding.
Vermillion Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Vermillion Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.