Wolff Financial Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Wolff Financial 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	$13.3M	Buy	43,491 +2,408	+6%	+$695K	2.66%	11
2026 Q1	$10.6M	Buy	41,083 +422	+1%	+$116K	2.34%	11
2025 Q4	$11.4M	Buy	40,661 +284	+0.7%	+$81.3K	2.55%	11
2025 Q3	$11.9M	Sell	40,377 -791	-2%	-$228K	2.75%	11
2025 Q2	$11.7M	Buy	41,168 +392	+1%	+$101K	3.02%	10
2025 Q1	$9.97M	Sell	40,776 -238	-0.6%	-$61.9K	2.76%	10
2024 Q4	$10.4M	Sell	41,014 -1,861	-4%	-$479K	2.89%	10
2024 Q3	$10.4M	Buy	+42,875	New	+$9.98M	2.84%	10
2024 Q2	–	Sell	-32,065	Closed	-$7.56M	–	91
2024 Q1	$7.56M	Sell	32,065 -1,623	-5%	-$364K	2.2%	10
2023 Q4	$7.4M	Sell	33,688 -2,636	-7%	-$527K	2.28%	11
2023 Q3	$7.08M	Buy	+36,324	New	+$7.42M	2.42%	11
2023 Q2	–	Sell	-36,375	Closed	-$7.09M	–	95
2023 Q1	$7.09M	Sell	36,375 -807	-2%	-$155K	2.47%	11
2022 Q4	$6.68M	Sell	37,182 -13,989	-27%	-$2.53M	2.47%	11
2022 Q3	$8.73M	Buy	51,171 +807	+2%	+$153K	3.98%	6
2022 Q2	$8.83M	Buy	50,364 +3,984	+9%	+$771K	3.93%	7
2022 Q1	$10.3M	Buy	46,380 +170	+0.4%	+$37.5K	4.1%	7
2021 Q4	$11.8M	Buy	+46,210	New	+$11.6M	4.45%	5
2021 Q1	$8.35M	Buy	38,920 +2,062	+6%	+$447K	3.83%	10
2020 Q4	$7.82M	Buy	36,858 +883	+2%	+$174K	4.1%	7
2020 Q3	$6.48M	Buy	35,975 +807	+2%	+$142K	3.85%	6
2020 Q2	$5.81M	Buy	35,168 +781	+2%	+$118K	3.69%	9
2020 Q1	$4.36M	Buy	34,387 +9,734	+39%	+$1.48M	3.29%	9
2019 Q4	$3.91M	Buy	24,653 +626	+3%	+$95.5K	2.6%	11
2019 Q3	$3.56M	Buy	24,027 +1,322	+6%	+$198K	2.6%	11
2019 Q2	$3.39M	Buy	22,705 +879	+4%	+$128K	2.61%	10
2019 Q1	$3.12M	Buy	21,826 +2,290	+12%	+$308K	2.59%	11
2018 Q4	$2.34M	Buy	+19,536	New	+$2.51M	2.27%	13

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

Wolff Financial Management's VOT Position: Q2 2026 in Review

Wolff Financial Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.9% in Q2 2026, buying an estimated $695K and bringing the position to 43,491 shares worth $13.3M. The position accounts for 2.66% of the portfolio, ranked #11.

Wolff Financial Management first reported a position in VOT in Q4 2018 and has held it in 27 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Wolff Financial Management held 43,491 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $13.3M as of Q2 2026.
Wolff Financial Management bought 2,408 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $695K.
Vanguard Morningstar Mid-Cap Growth ETF made up 2.66% of Wolff Financial Management's portfolio in Q2 2026, its #11 holding.
Wolff Financial Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 27 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wolff Financial Management's 13F filing for Q2 2026, filed 16 Jul 2026.