Wilson & Boucher Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Wilson & Boucher Capital 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	$368K	Hold	1,200	–	–	0.22%	88
2026 Q1	$309K	Hold	1,200	–	–	0.2%	88
2025 Q4	$335K	Hold	1,200	–	–	0.22%	86
2025 Q3	$353K	Hold	1,200	–	–	0.23%	88
2025 Q2	$341K	Hold	1,200	–	–	0.24%	89
2025 Q1	$294K	Hold	1,200	–	–	0.22%	93
2024 Q4	$305K	Hold	1,200	–	–	0.22%	95
2024 Q3	$292K	Hold	1,200	–	–	0.2%	98
2024 Q2	$275K	Hold	1,200	–	–	0.21%	95
2024 Q1	$283K	Hold	1,200	–	–	0.22%	92
2023 Q4	$263K	Hold	1,200	–	–	0.22%	92
2023 Q3	$234K	Hold	1,200	–	–	0.22%	93
2023 Q2	$247K	Hold	1,200	–	–	0.22%	94
2023 Q1	$234K	Hold	1,200	–	–	0.22%	96
2022 Q4	$216K	Hold	1,200	–	–	0.22%	95
2022 Q3	$205K	Hold	1,200	–	–	0.24%	90
2022 Q2	$210K	Hold	1,200	–	–	0.23%	94
2022 Q1	$267K	Hold	1,200	–	–	0.24%	90
2021 Q4	$306K	Buy	+1,200	New	+$302K	0.28%	87

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

Wilson & Boucher Capital Management's VOT Position: Q2 2026 in Review

Wilson & Boucher Capital Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,200 shares worth $368K. The position accounts for 0.22% of the portfolio, ranked #88.

Wilson & Boucher Capital Management first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Wilson & Boucher Capital Management held 1,200 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $368K as of Q2 2026.
Wilson & Boucher Capital Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.22% of Wilson & Boucher Capital Management's portfolio in Q2 2026, its #88 holding.
Wilson & Boucher Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q2 2026, filed 19 Aug 2026.