Verus Capital Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Verus Capital 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	$1.48M	Buy	4,837 +837	+21%	+$241K	0.08%	150
2026 Q1	$1.03M	Sell	4,000 -328	-8%	-$90K	0.07%	167
2025 Q4	$1.21M	Sell	4,328 -35	-0.8%	-$10K	0.08%	151
2025 Q3	$1.28M	Sell	4,363 -221	-5%	-$63.8K	0.1%	135
2025 Q2	$1.3M	Sell	4,584 -60	-1%	-$15.5K	0.12%	115
2025 Q1	$1.14M	Sell	4,644 -982	-17%	-$255K	0.11%	118
2024 Q4	$1.43M	Sell	5,626 -730	-11%	-$188K	0.14%	96
2024 Q3	$1.55M	Sell	6,356 -4,043	-39%	-$942K	0.15%	92
2024 Q2	$2.39M	Sell	10,399 -578	-5%	-$133K	0.25%	62
2024 Q1	$2.59M	Sell	10,977 -2,973	-21%	-$666K	0.29%	51
2023 Q4	$3.06M	Sell	13,950 -6,239	-31%	-$1.25M	0.37%	39
2023 Q3	$3.93M	Buy	20,189 +697	+4%	+$142K	0.55%	27
2023 Q2	$4.01M	Buy	19,492 +1,094	+6%	+$212K	0.57%	28
2023 Q1	$3.59M	Buy	18,398 +692	+4%	+$132K	0.56%	29
2022 Q4	$3.18M	Buy	17,706 +3,160	+22%	+$573K	0.6%	31
2022 Q3	$2.48M	Buy	14,546 +1,646	+13%	+$312K	0.47%	39
2022 Q2	$2.27M	Buy	12,900 +1,715	+15%	+$332K	0.44%	39
2022 Q1	$2.16M	Buy	+11,185	New	+$2.47M	0.34%	50
2020 Q1	$505K	Sell	3,984 -949	-19%	-$144K	0.16%	91
2019 Q4	$783K	Buy	+4,933	New	+$753K	0.26%	68

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

Verus Capital Partners's VOT Position: Q2 2026 in Review

Verus Capital Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 21% in Q2 2026, buying an estimated $241K and bringing the position to 4,837 shares worth $1.48M. The position accounts for 0.08% of the portfolio, ranked #150.

Verus Capital Partners first reported a position in VOT in Q4 2019 and has held it in 20 quarters since. The position peaked at $4.01M in Q2 2023. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Verus Capital Partners held 4,837 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.48M as of Q2 2026.
Verus Capital Partners bought 837 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $241K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of Verus Capital Partners's portfolio in Q2 2026, its #150 holding.
Verus Capital Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 20 quarters since.
Verus Capital Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.01M in Q2 2023.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Verus Capital Partners's 13F filing for Q2 2026, filed 6 Aug 2026.