Vestmark Advisory Solutions’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Vestmark Advisory Solutions’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	$6.05M	Buy	19,741 +18,114	+1,113%	+$5.23M	0.06%	327
2026 Q1	$419K	Buy	1,627 +139	+9%	+$38.1K	﹤0.01%	1106
2025 Q4	$415K	Buy	+1,488	New	+$426K	0.01%	1034
2025 Q3	–	Sell	-13,067	Closed	-$3.72M	–	1005
2025 Q2	$3.72M	Buy	+13,067	New	+$3.37M	0.05%	263
2019 Q4	–	Sell	-1,412	Closed	-$209K	–	517
2019 Q3	$209K	Hold	1,412	–	–	0.03%	520
2019 Q2	$211K	Hold	1,412	–	–	0.04%	512
2019 Q1	$202K	Buy	+1,412	New	+$190K	0.04%	501

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

Vestmark Advisory Solutions's VOT Position: Q2 2026 in Review

Vestmark Advisory Solutions increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1,113% in Q2 2026, buying an estimated $5.23M and bringing the position to 19,741 shares worth $6.05M. The position accounts for 0.06% of the portfolio, ranked #327.

Vestmark Advisory Solutions first reported a position in VOT in Q1 2019 and has held it in 7 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Vestmark Advisory Solutions held 19,741 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $6.05M as of Q2 2026.
Vestmark Advisory Solutions bought 18,114 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.23M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Vestmark Advisory Solutions's portfolio in Q2 2026, its #327 holding.
Vestmark Advisory Solutions first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2019 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 Vestmark Advisory Solutions's 13F filing for Q2 2026, filed 14 Aug 2026.