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

Welch 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	$274K	Hold	893	–	–	0.01%	262
2026 Q1	$230K	Hold	893	–	–	0.01%	275
2025 Q4	$249K	Hold	893	–	–	0.01%	266
2025 Q3	$262K	Sell	893 -10	-1%	-$2.88K	0.01%	249
2025 Q2	$257K	Buy	903 +83	+10%	+$21.4K	0.01%	226
2025 Q1	$200K	Sell	820 -22	-3%	-$5.72K	0.01%	250
2024 Q4	$215K	Hold	842	–	–	0.01%	243
2024 Q3	$205K	Buy	+842	New	+$196K	0.01%	253
2024 Q2	–	Sell	-881	Closed	-$208K	–	272
2024 Q1	$208K	Sell	881 -257	-23%	-$57.6K	0.01%	213
2023 Q4	$250K	Buy	+1,138	New	+$228K	0.01%	197
2020 Q2	–	Sell	-872	Closed	-$111K	–	154
2020 Q1	$111K	Buy	+872	New	+$132K	0.01%	148

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

Welch Group's VOT Position: Q2 2026 in Review

Welch Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 893 shares worth $274K. The position accounts for 0.01% of the portfolio, ranked #262.

Welch Group first reported a position in VOT in Q1 2020 and has held it in 11 quarters since. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Welch Group held 893 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $274K as of Q2 2026.
Welch Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Welch Group's portfolio in Q2 2026, its #262 holding.
Welch Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 11 quarters since.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Welch Group's 13F filing for Q2 2026, filed 23 Jul 2026.