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

Wellington Management 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	$54.1M	Buy	+176,688	New	+$51M	0.01%	736
2026 Q1	–	Sell	-11,955	Closed	-$3.34M	–	2013
2025 Q4	$3.34M	Buy	+11,955	New	+$3.42M	﹤0.01%	1490
2025 Q3	–	Sell	-50,692	Closed	-$14.4M	–	2127
2025 Q2	$14.4M	Sell	50,692 -115,093	-69%	-$29.7M	﹤0.01%	1088
2025 Q1	$40.6M	Buy	+165,785	New	+$43.1M	0.01%	746
2023 Q4	–	Sell	-279,815	Closed	-$54.5M	–	1932
2023 Q3	$54.5M	Buy	+279,815	New	+$57.1M	0.01%	668
2023 Q2	–	Sell	-344,638	Closed	-$67.2M	–	2017
2023 Q1	$67.2M	Buy	+344,638	New	+$66M	0.01%	627
2022 Q4	–	Sell	-24,249	Closed	-$4.13M	–	2127
2022 Q3	$4.13M	Buy	+24,249	New	+$4.59M	﹤0.01%	1336
2022 Q1	–	Sell	-52,676	Closed	-$13.4M	–	2231
2021 Q4	$13.4M	Buy	+52,676	New	+$13.3M	﹤0.01%	1179

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

Wellington Management Group's VOT Position: Q2 2026 in Review

Wellington Management Group opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 176,688 shares worth $54.1M. The stake represents 0.01% of the portfolio and ranks #736 among its holdings. This is a return to the name: Wellington Management Group previously reported a position in VOT as recently as Q4 2025.

Wellington Management Group first reported a position in VOT in Q4 2021 and has held it in 8 quarters since. The position peaked at $67.2M in Q1 2023. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Wellington Management Group held 176,688 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $54.1M as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Wellington Management Group position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Wellington Management Group's portfolio in Q2 2026, its #736 holding.
Wellington Management Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 8 quarters since.
Wellington Management Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $67.2M in Q1 2023.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wellington Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.