Westbourne Investment Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Westbourne Investment Advisors’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	$227K	Buy	+741	New	+$214K	0.06%	111
2026 Q1	–	Sell	-741	Closed	-$207K	–	121
2025 Q4	$207K	Hold	741	–	–	0.06%	114
2025 Q3	$218K	Sell	741 -100	-12%	-$28.9K	0.06%	108
2025 Q2	$239K	Hold	841	–	–	0.07%	98
2025 Q1	$206K	Hold	841	–	–	0.07%	82
2024 Q4	$213K	Hold	841	–	–	0.07%	82
2024 Q3	$205K	Buy	+841	New	+$196K	0.07%	89
2022 Q2	–	Sell	-941	Closed	-$210K	–	101
2022 Q1	$210K	Hold	941	–	–	0.09%	92
2021 Q4	$240K	Hold	941	–	–	0.09%	94
2021 Q3	$222K	Hold	941	–	–	0.1%	78
2021 Q2	$222K	Hold	941	–	–	0.1%	81
2021 Q1	$202K	Sell	941 -125	-12%	-$27.1K	0.1%	80
2020 Q4	$226K	Buy	+1,066	New	+$210K	0.13%	75

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

Westbourne Investment Advisors's VOT Position: Q2 2026 in Review

Westbourne Investment Advisors opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 741 shares worth $227K. The stake represents 0.06% of the portfolio and ranks #111 among its holdings. This is a return to the name: Westbourne Investment Advisors previously reported a position in VOT as recently as Q4 2025.

Westbourne Investment Advisors first reported a position in VOT in Q4 2020 and has held it in 13 quarters since. The position peaked at $240K in Q4 2021. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Westbourne Investment Advisors held 741 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $227K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Westbourne Investment Advisors position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Westbourne Investment Advisors's portfolio in Q2 2026, its #111 holding.
Westbourne Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 13 quarters since.
Westbourne Investment Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $240K in Q4 2021.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Westbourne Investment Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.