Winthrop Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Winthrop Advisory Group’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	$261K	Buy	853 +62	+8%	+$17.9K	0.02%	190
2026 Q1	$204K	Sell	791 -2	-0.3%	-$549	0.02%	186
2025 Q4	$221K	Sell	793 -5	-0.6%	-$1.43K	0.02%	175
2025 Q3	$235K	Buy	798 +1	+0.1%	+$288	0.02%	161
2025 Q2	$227K	Buy	+797	New	+$205K	0.02%	159
2025 Q1	–	Sell	-797	Closed	-$202K	–	168
2024 Q4	$202K	Buy	+797	New	+$205K	0.02%	148
2023 Q1	–	Sell	-2,015	Closed	-$362K	–	133
2022 Q4	$362K	Buy	+2,015	New	+$365K	0.07%	87
2022 Q2	–	Sell	-987	Closed	-$220K	–	145
2022 Q1	$220K	Sell	987 -59	-6%	-$13K	0.05%	125
2021 Q4	$266K	Hold	1,046	–	–	0.05%	110
2021 Q3	$247K	Hold	1,046	–	–	0.06%	114
2021 Q2	$247K	Hold	1,046	–	–	0.06%	112
2021 Q1	$224K	Sell	1,046 -430	-29%	-$93.3K	0.06%	122
2020 Q4	$313K	Hold	1,476	–	–	0.08%	93
2020 Q3	$269K	Sell	1,476 -64	-4%	-$11.3K	0.08%	93
2020 Q2	$256K	Sell	1,540 -50	-3%	-$7.56K	0.09%	74
2020 Q1	$201K	Buy	1,590 +1	+0.1%	+$152	0.08%	84
2019 Q4	$252K	Buy	1,589 +2	+0.1%	+$305	0.09%	90
2019 Q3	$235K	Sell	1,587 -56	-3%	-$8.39K	0.09%	84
2019 Q2	$245K	Buy	1,643 +1	+0.1%	+$146	0.1%	75
2019 Q1	$237K	Hold	1,642	–	–	0.1%	82
2018 Q4	$197K	Sell	1,642 -1,755	-52%	-$225K	0.1%	82
2018 Q3	$484K	Sell	3,397 -208	-6%	-$29.1K	0.27%	43
2018 Q2	$485K	Sell	3,605 -12	-0.3%	-$1.59K	0.32%	42
2018 Q1	$463K	Sell	3,617 -322	-8%	-$42.3K	0.33%	43
2017 Q4	$515K	Buy	+3,939	New	+$494K	0.37%	42

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

Winthrop Advisory Group's VOT Position: Q2 2026 in Review

Winthrop Advisory Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 7.8% in Q2 2026, buying an estimated $17.9K and bringing the position to 853 shares worth $261K. The position accounts for 0.02% of the portfolio, ranked #190.

Winthrop Advisory Group first reported a position in VOT in Q4 2017 and has held it in 25 quarters since. The position peaked at $515K in Q4 2017. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Winthrop Advisory Group held 853 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $261K as of Q2 2026.
Winthrop Advisory Group bought 62 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $17.9K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Winthrop Advisory Group's portfolio in Q2 2026, its #190 holding.
Winthrop Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 25 quarters since.
Winthrop Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $515K in Q4 2017.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Winthrop Advisory Group's 13F filing for Q2 2026, filed 17 Jul 2026.