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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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

Wilson & Boucher Capital Management's VOT Position: Q1 2026 in Review

Wilson & Boucher Capital Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 1,200 shares worth $309K. The position accounts for 0.2% of the portfolio, ranked #88.

Wilson & Boucher Capital Management first reported a position in VOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $353K in Q3 2025. 1,055 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Wilson & Boucher Capital Management held 1,200 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $309K as of Q1 2026.
Wilson & Boucher Capital Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.2% of Wilson & Boucher Capital Management's portfolio in Q1 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 18 quarters since.
Wilson & Boucher Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $353K in Q3 2025.
1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Wilson & Boucher Capital Management's 13F filing for Q1 2026, filed 18 May 2026.