WJWM
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Williams Jones Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Williams Jones Wealth Management’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 		$777K Sell
2,537
-855
-25% -$247K 0.01% 305
2026
Q1 		$873K Sell
3,392
-1,429
-30% -$392K 0.01% 280
2025
Q4 		$1.35M Buy
4,821
+1,864
+63% +$533K 0.02% 232
2025
Q3 		$869K Sell
2,957
-2,363
-44% -$682K 0.01% 272
2025
Q2 		$1.51M Buy
5,320
+3,180
+149% +$820K 0.02% 213
2025
Q1 		$524K Buy
2,140
+109
+5% +$28.3K 0.01% 330
2024
Q4 		$515K Sell
2,031
-1,964
-49% -$506K 0.01% 339
2024
Q3 		$973K Sell
3,995
-80
-2% -$18.6K 0.01% 261
2024
Q2 		$935K Sell
4,075
-230
-5% -$52.7K 0.01% 262
2024
Q1 		$1.01M Sell
4,305
-1,148
-21% -$257K 0.01% 261
2023
Q4 		$1.2M Buy
5,453
+567
+12% +$113K 0.02% 240
2023
Q3 		$952K Buy
4,886
+265
+6% +$54.1K 0.01% 257
2023
Q2 		$951K Buy
4,621
+248
+6% +$48.1K 0.01% 265
2023
Q1 		$852K Sell
4,373
-25
-0.6% -$4.79K 0.01% 296
2022
Q4 		$791K Buy
4,398
+299
+7% +$54.2K 0.01% 298
2022
Q3 		$699K Sell
4,099
-43
-1% -$8.14K 0.01% 318
2022
Q2 		$726K Sell
4,142
-37
-0.9% -$7.16K 0.01% 313
2022
Q1 		$931K Sell
4,179
-21
-0.5% -$4.63K 0.01% 270
2021
Q4 		$1.07M Buy
4,200
+9
+0.2% +$2.27K 0.01% 254
2021
Q3 		$990K Sell
4,191
-73
-2% -$17.7K 0.01% 251
2021
Q2 		$1.01M Sell
4,264
-127
-3% -$28.5K 0.01% 247
2021
Q1 		$942K Buy
4,391
+1,726
+65% +$374K 0.01% 249
2020
Q4 		$565K Buy
2,665
+861
+48% +$170K 0.01% 278
2020
Q3 		$325K Sell
1,804
-75
-4% -$13.2K 0.01% 324
2020
Q2 		$310K Sell
1,879
-2,583
-58% -$391K 0.01% 320
2020
Q1 		$565K Buy
4,462
+1,566
+54% +$238K 0.01% 219
2019
Q4 		$460K Buy
2,896
+22
+0.8% +$3.36K 0.01% 291
2019
Q3 		$426K Buy
+2,874
New +$431K 0.01% 284

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

Williams Jones Wealth Management's VOT Position: Q2 2026 in Review

Williams Jones Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 25% in Q2 2026, selling an estimated $247K and leaving 2,537 shares worth $777K. The position accounts for 0.01% of the portfolio, ranked #305.

Williams Jones Wealth Management first reported a position in VOT in Q3 2019 and has held it in 28 quarters since. The position peaked at $1.51M in Q2 2025. 647 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Williams Jones Wealth Management held 2,537 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $777K as of Q2 2026.
  • Williams Jones Wealth Management sold 855 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $247K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Williams Jones Wealth Management's portfolio in Q2 2026, its #305 holding.
  • Williams Jones Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2019 and has held it in 28 quarters since.
  • Williams Jones Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.51M in Q2 2025.
  • 647 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Williams Jones Wealth Management's 13F filing for Q2 2026, filed 5 Aug 2026.