William Mack & Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

William Mack & Associates’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	$296K	Buy	+966	New	+$279K	0.1%	82
2026 Q1	–	Sell	-999	Closed	-$279K	–	91
2025 Q4	$279K	Hold	999	–	–	0.13%	64
2025 Q3	$293K	Sell	999 -27	-3%	-$7.79K	0.16%	61
2025 Q2	$292K	Buy	1,026 +145	+16%	+$37.4K	0.19%	60
2025 Q1	$216K	Sell	881 -20	-2%	-$5.2K	0.18%	66
2024 Q4	$229K	Buy	+901	New	+$232K	0.24%	58

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

William Mack & Associates's VOT Position: Q2 2026 in Review

William Mack & Associates opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 966 shares worth $296K. The stake represents 0.1% of the portfolio and ranks #82 among its holdings. This is a return to the name: William Mack & Associates previously reported a position in VOT as recently as Q4 2025.

William Mack & Associates first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

William Mack & Associates held 966 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $296K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new William Mack & Associates position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.1% of William Mack & Associates's portfolio in Q2 2026, its #82 holding.
William Mack & Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on William Mack & Associates's 13F filing for Q2 2026, filed 10 Jul 2026.