Willis Johnson & Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Willis Johnson & 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	$2.76M	Sell	9,012 -3,959	-31%	-$1.14M	0.15%	42
2026 Q1	$3.34M	Sell	12,971 -828	-6%	-$227K	0.19%	44
2025 Q4	$3.85M	Sell	13,799 -605	-4%	-$173K	0.24%	40
2025 Q3	$4.23M	Sell	14,404 -1,857	-11%	-$536K	0.26%	39
2025 Q2	$4.62M	Buy	16,261 +1,275	+9%	+$329K	0.31%	37
2025 Q1	$3.67M	Buy	14,986 +2,555	+21%	+$664K	0.28%	42
2024 Q4	$3.15M	Sell	12,431 -192	-2%	-$49.4K	0.24%	45
2024 Q3	$3.07M	Buy	12,623 +166	+1%	+$38.7K	0.23%	46
2024 Q2	$2.86M	Sell	12,457 -174	-1%	-$39.9K	0.23%	45
2024 Q1	$2.98M	Sell	12,631 -158	-1%	-$35.4K	0.26%	44
2023 Q4	$2.81M	Sell	12,789 -92	-0.7%	-$18.4K	0.26%	45
2023 Q3	$2.51M	Sell	12,881 -171	-1%	-$34.9K	0.26%	49
2023 Q2	$2.69M	Sell	13,052 -859	-6%	-$166K	0.29%	42
2023 Q1	$2.71M	Buy	13,911 +3,391	+32%	+$649K	0.32%	42
2022 Q4	$1.89M	Sell	10,520 -1,358	-11%	-$246K	0.25%	46
2022 Q3	$2.03M	Buy	11,878 +7,415	+166%	+$1.4M	0.3%	45
2022 Q2	$783K	Buy	+4,463	New	+$864K	0.11%	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

Willis Johnson & Associates's VOT Position: Q2 2026 in Review

Willis Johnson & Associates reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 31% in Q2 2026, selling an estimated $1.14M and leaving 9,012 shares worth $2.76M. The position accounts for 0.15% of the portfolio, ranked #42.

Willis Johnson & Associates first reported a position in VOT in Q2 2022 and has held it in 17 quarters since. The position peaked at $4.62M in Q2 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Willis Johnson & Associates held 9,012 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.76M as of Q2 2026.
Willis Johnson & Associates sold 3,959 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.14M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.15% of Willis Johnson & Associates's portfolio in Q2 2026, its #42 holding.
Willis Johnson & Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
Willis Johnson & Associates's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.62M in Q2 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Willis Johnson & Associates's 13F filing for Q2 2026, filed 13 Aug 2026.