White Lighthouse Investment Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.16M | Buy |
13,586
+373
| +3% | +$108K | 0.52% | 34 |
|
|
2026
Q1 | $3.4M | Buy |
13,213
+513
| +4% | +$141K | 0.47% | 37 |
|
|
2025
Q4 | $3.55M | Buy |
12,700
+708
| +6% | +$203K | 0.49% | 36 |
|
|
2025
Q3 | $3.52M | Sell |
11,992
-440
| -4% | -$127K | 0.54% | 35 |
|
|
2025
Q2 | $3.54M | Buy |
12,432
+672
| +6% | +$173K | 0.58% | 33 |
|
|
2025
Q1 | $2.88M | Sell |
11,760
-701
| -6% | -$182K | 0.51% | 35 |
|
|
2024
Q4 | $3.16M | Buy |
12,461
+573
| +5% | +$147K | 0.56% | 34 |
|
|
2024
Q3 | $2.89M | Buy |
11,888
+154
| +1% | +$35.9K | 0.52% | 36 |
|
|
2024
Q2 | $2.69M | Sell |
11,734
-168
| -1% | -$38.5K | 0.52% | 37 |
|
|
2024
Q1 | $2.81M | Sell |
11,902
-183
| -2% | -$41K | 0.57% | 35 |
|
|
2023
Q4 | $2.65M | Sell |
12,085
-707
| -6% | -$141K | 0.58% | 34 |
|
|
2023
Q3 | $2.49M | Sell |
12,792
-431
| -3% | -$88K | 0.6% | 33 |
|
|
2023
Q2 | $2.72M | Sell |
13,223
-471
| -3% | -$91.3K | 0.65% | 32 |
|
|
2023
Q1 | $2.67M | Buy |
13,694
+1,029
| +8% | +$197K | 0.67% | 33 |
|
|
2022
Q4 | $2.28M | Sell |
12,665
-67
| -0.5% | -$12.1K | 0.62% | 35 |
|
|
2022
Q3 | $2.17M | Buy |
12,732
+227
| +2% | +$43K | 0.63% | 35 |
|
|
2022
Q2 | $2.19M | Buy |
12,505
+195
| +2% | +$37.7K | 0.63% | 35 |
|
|
2022
Q1 | $2.74M | Sell |
12,310
-1,530
| -11% | -$338K | 0.7% | 33 |
|
|
2021
Q4 | $3.52M | Sell |
13,840
-250
| -2% | -$63K | 0.88% | 27 |
|
|
2021
Q3 | $3.33M | Sell |
14,090
-549
| -4% | -$133K | 0.89% | 27 |
|
|
2021
Q2 | $3.46M | Buy |
14,639
+892
| +6% | +$200K | 0.95% | 27 |
|
|
2021
Q1 | $2.95M | Sell |
13,747
-511
| -4% | -$111K | 0.9% | 27 |
|
|
2020
Q4 | $3.02M | Buy |
14,258
+479
| +3% | +$94.3K | 0.97% | 27 |
|
|
2020
Q3 | $2.48M | Sell |
13,779
-2,163
| -14% | -$381K | 0.86% | 29 |
|
|
2020
Q2 | $2.63M | Sell |
15,942
-2,851
| -15% | -$431K | 0.97% | 26 |
|
|
2020
Q1 | $2.38M | Buy |
18,793
+474
| +3% | +$72K | 1% | 29 |
|
|
2019
Q4 | $2.91M | Buy |
18,319
+2,415
| +15% | +$368K | 1.07% | 27 |
|
|
2019
Q3 | $2.36M | Buy |
15,904
+1,265
| +9% | +$189K | 0.95% | 30 |
|
|
2019
Q2 | $2.19M | Buy |
14,639
+1,964
| +15% | +$286K | 0.91% | 30 |
|
|
2019
Q1 | $1.81M | Buy |
12,675
+5,007
| +65% | +$674K | 0.83% | 33 |
|
|
2018
Q4 | $918K | Buy |
7,668
+625
| +9% | +$80.3K | 0.5% | 47 |
|
|
2018
Q3 | $1M | Buy |
7,043
+1,140
| +19% | +$160K | 0.51% | 47 |
|
|
2018
Q2 | $793K | Buy |
5,903
+955
| +19% | +$127K | 0.44% | 55 |
|
|
2018
Q1 | $641K | Buy |
4,948
+1,053
| +27% | +$138K | 0.37% | 63 |
|
|
2017
Q4 | $497K | Buy |
+3,895
| New | +$489K | 0.29% | 74 |
|
Other funds holding VOT
EWA
TI
White Lighthouse Investment Management's VOT Position: Q2 2026 in Review
White Lighthouse Investment Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.8% in Q2 2026, buying an estimated $108K and bringing the position to 13,586 shares worth $4.16M. The position accounts for 0.52% of the portfolio, ranked #34.
White Lighthouse Investment Management first reported a position in VOT in Q4 2017 and has held it in 35 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- White Lighthouse Investment Management held 13,586 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.16M as of Q2 2026.
- White Lighthouse Investment Management bought 373 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $108K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.52% of White Lighthouse Investment Management's portfolio in Q2 2026, its #34 holding.
- White Lighthouse Investment Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 35 quarters since.
- 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on White Lighthouse Investment Management's 13F filing for Q2 2026, filed 5 Aug 2026.