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Vima LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Vima LLC’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 		$10.1K Buy
+33
New +$9.52K 0.01% 273
2024
Q2 		– Sell
-33
Closed -$6.43K – 370
2024
Q1 		$6.43K Hold
33
– – 0.01% 274
2023
Q4 		$7.25K Buy
+33
New +$6.6K 0.02% 269

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Vima LLC's VOT Position: Q2 2026 in Review

Vima LLC opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 33 shares worth $10.1K. The stake represents 0.01% of the portfolio and ranks #273 among its holdings. This is a return to the name: Vima LLC previously reported a position in VOT as recently as Q1 2024.

Vima LLC first reported a position in VOT in Q4 2023 and has held it in 3 quarters since. 563 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Vima LLC held 33 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $10.1K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Vima LLC position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Vima LLC's portfolio in Q2 2026, its #273 holding.
  • Vima LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 3 quarters since.
  • 563 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Vima LLC's 13F filing for Q2 2026, filed 24 Jul 2026.