Winch Advisory Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Winch Advisory Services’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	$56.7K	Hold	185	–	–	0.01%	185
2026 Q1	$47.5K	Hold	185	–	–	0.01%	178
2025 Q4	$51.6K	Buy	185 +25	+16%	+$7.16K	0.01%	168
2025 Q3	$47.1K	Hold	160	–	–	0.01%	175
2025 Q2	$45.5K	Hold	160	–	–	0.01%	164
2025 Q1	$39.2K	Hold	160	–	–	0.01%	172
2024 Q4	$40.6K	Buy	160 +21	+15%	+$5.41K	0.01%	173
2024 Q3	$33.8K	Sell	139 -1	-0.7%	-$233	0.01%	184
2024 Q2	$32.2K	Hold	140	–	–	0.01%	181
2024 Q1	$33K	Hold	140	–	–	0.01%	178
2023 Q4	$30.7K	Hold	140	–	–	0.01%	178
2023 Q3	$27K	Buy	140 +1	+0.7%	+$204	0.01%	180
2023 Q2	$29K	Hold	139	–	–	0.01%	172
2023 Q1	$27K	Hold	139	–	–	0.01%	173
2022 Q4	$25K	Hold	139	–	–	0.01%	173
2022 Q3	$24K	Buy	139 +1	+0.7%	+$189	0.01%	161
2022 Q2	$24K	Sell	138 -2	-1%	-$387	0.01%	166
2022 Q1	$31K	Hold	140	–	–	0.01%	170
2021 Q4	$36K	Buy	140 +1	+0.7%	+$252	0.01%	153
2021 Q3	$33K	Hold	139	–	–	0.01%	160
2021 Q2	$33K	Hold	139	–	–	0.01%	155
2021 Q1	$30K	Hold	139	–	–	0.01%	154
2020 Q4	$29K	Hold	139	–	–	0.01%	130
2020 Q3	$25K	Buy	139 +1	+0.7%	+$176	0.01%	133
2020 Q2	$23K	Sell	138 -1,936	-93%	-$293K	0.01%	131
2020 Q1	$263K	Buy	2,074 +5	+0.2%	+$759	0.13%	48
2019 Q4	$329K	Buy	2,069 +6	+0.3%	+$915	0.16%	60
2019 Q3	$306K	Buy	2,063 +24	+1%	+$3.6K	0.16%	55
2019 Q2	$305K	Buy	2,039 +3	+0.1%	+$438	0.16%	56
2019 Q1	$291K	Hold	2,036	–	–	0.16%	64
2018 Q4	$244K	Buy	2,036 +577	+40%	+$74.1K	0.14%	62
2018 Q3	$208K	Hold	1,459	–	–	0.1%	74
2018 Q2	$196K	Buy	1,459 +2	+0.1%	+$266	0.11%	77
2018 Q1	$189K	Sell	1,457 -39,290	-96%	-$5.16M	0.11%	80
2017 Q4	$5.2M	Sell	40,747 -407	-1%	-$51K	3.13%	8
2017 Q3	$5.01M	Buy	41,154 +573	+1%	+$68.3K	3.26%	8
2017 Q2	$4.78M	Sell	40,581 -280	-0.7%	-$32.5K	3.01%	7
2017 Q1	$4.62M	Buy	40,861 +386	+1%	+$42.9K	2.93%	7
2016 Q4	$4.28M	Buy	+40,475	New	+$4.25M	2.94%	9
2015 Q3	–	Sell	-23,549	Closed	-$2.51M	–	288
2015 Q2	$2.51M	Buy	+23,549	New	+$2.55M	1.37%	22
2014 Q3	–	Sell	-26,876	Closed	-$2.59M	–	265
2014 Q2	$2.59M	Sell	26,876 -6,405	-19%	-$592K	1.52%	21
2014 Q1	$3.08M	Buy	+33,281	New	+$3.04M	1.95%	15

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

Winch Advisory Services's VOT Position: Q2 2026 in Review

Winch Advisory Services held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 185 shares worth $56.7K. The position accounts for 0.01% of the portfolio, ranked #185.

Winch Advisory Services first reported a position in VOT in Q1 2014 and has held it in 42 quarters since. The position peaked at $5.2M in Q4 2017. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Winch Advisory Services held 185 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $56.7K as of Q2 2026.
Winch Advisory Services left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Winch Advisory Services's portfolio in Q2 2026, its #185 holding.
Winch Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2014 and has held it in 42 quarters since.
Winch Advisory Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $5.2M in Q4 2017.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Winch Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.