Victory Financial Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Victory Financial Group’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	$2.92M	Sell	9,545 -231	-2%	-$66.6K	0.31%	54
2026 Q1	$2.52M	Sell	9,776 -3,445	-26%	-$945K	0.31%	51
2025 Q4	$3.69M	Buy	13,221 +3,045	+30%	+$871K	0.46%	37
2025 Q3	$2.99M	Sell	10,176 -232	-2%	-$66.9K	0.41%	45
2025 Q2	$2.96M	Buy	10,408 +246	+2%	+$63.4K	0.47%	39
2025 Q1	$2.48M	Sell	10,162 -1,798	-15%	-$468K	0.48%	39
2024 Q4	$3.03M	Buy	+11,960	New	+$3.08M	0.8%	26
2024 Q2	$2.84M	Sell	12,368 -2,752	-18%	-$631K	1.33%	15
2024 Q1	$3.57M	Sell	15,120 -3,118	-17%	-$699K	2.11%	9
2023 Q4	$4M	Buy	+18,238	New	+$3.65M	2.71%	9

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

Victory Financial Group's VOT Position: Q2 2026 in Review

Victory Financial Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.4% in Q2 2026, selling an estimated $66.6K and leaving 9,545 shares worth $2.92M. The position accounts for 0.31% of the portfolio, ranked #54.

Victory Financial Group first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $4M in Q4 2023. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Victory Financial Group held 9,545 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.92M as of Q2 2026.
Victory Financial Group sold 231 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $66.6K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.31% of Victory Financial Group's portfolio in Q2 2026, its #54 holding.
Victory Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Victory Financial Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4M in Q4 2023.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Victory Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.