WPC
VOT icon

Waters Parkerson & Co’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Waters Parkerson & Co’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 		$208K Buy
+678
New +$196K 0.01% 191
2026
Q1 		– Sell
-976
Closed -$272K – 196
2025
Q4 		$272K Buy
+976
New +$279K 0.01% 169

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 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
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Waters Parkerson & Co's VOT Position: Q2 2026 in Review

Waters Parkerson & Co opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 678 shares worth $208K. The stake represents 0.01% of the portfolio and ranks #191 among its holdings. This is a return to the name: Waters Parkerson & Co previously reported a position in VOT as recently as Q4 2025.

Waters Parkerson & Co first reported a position in VOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $272K in Q4 2025. 759 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Waters Parkerson & Co held 678 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $208K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Waters Parkerson & Co position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Waters Parkerson & Co's portfolio in Q2 2026, its #191 holding.
  • Waters Parkerson & Co first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Waters Parkerson & Co's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $272K in Q4 2025.
  • 759 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Waters Parkerson & Co's 13F filing for Q2 2026, filed 30 Jul 2026.