XF
VOT icon

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

XML Financial’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 		$1.17M Buy
3,828
+2
+0.1% +$577 0.09% 172
2026
Q1 		$985K Buy
3,826
+13
+0.3% +$3.57K 0.08% 181
2025
Q4 		$1.06M Sell
3,813
-10
-0.3% -$2.86K 0.09% 171
2025
Q3 		$1.12M Sell
3,823
-19
-0.5% -$5.48K 0.09% 169
2025
Q2 		$1.09M Buy
3,842
+84
+2% +$21.7K 0.09% 173
2025
Q1 		$919K Buy
3,758
+797
+27% +$207K 0.09% 178
2024
Q4 		$751K Buy
2,961
+91
+3% +$23.4K 0.07% 193
2024
Q3 		$699K Sell
2,870
-82
-3% -$19.1K 0.06% 197
2024
Q2 		$678K Buy
2,952
+80
+3% +$18.3K 0.07% 193
2024
Q1 		$677K Sell
2,872
-13
-0.5% -$2.91K 0.07% 197
2023
Q4 		$633K Buy
2,885
+309
+12% +$61.8K 0.07% 191
2023
Q3 		$502K Sell
2,576
-333
-11% -$68K 0.06% 205
2023
Q2 		$599K Sell
2,909
-21,297
-88% -$4.13M 0.07% 200
2023
Q1 		$4.72M Sell
24,206
-1,333
-5% -$255K 0.57% 53
2022
Q4 		$4.59M Sell
25,539
-168
-0.7% -$30.4K 0.58% 56
2022
Q3 		$4.38M Buy
25,707
+1,024
+4% +$194K 0.61% 56
2022
Q2 		$4.33M Buy
24,683
+233
+1% +$45.1K 0.98% 31
2022
Q1 		$5.45M Buy
24,450
+834
+4% +$184K 0.65% 49
2021
Q4 		$6.01M Buy
23,616
+1,027
+5% +$259K 0.72% 44
2021
Q3 		$5.34M Buy
22,589
+9,887
+78% +$2.39M 0.71% 44
2021
Q2 		$3M Buy
12,702
+1,547
+14% +$347K 0.66% 41
2021
Q1 		$2.39M Buy
11,155
+1,209
+12% +$262K 0.58% 46
2020
Q4 		$2.11M Buy
9,946
+2,068
+26% +$407K 0.55% 46
2020
Q3 		$1.42M Buy
7,878
+3,737
+90% +$659K 0.44% 56
2020
Q2 		$684K Buy
+4,141
New +$626K 0.24% 84
2020
Q1 		– Sell
-26,268
Closed -$4.17M – 199
2019
Q4 		$4.17M Buy
+26,268
New +$4.01M 1.52% 20

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

XML Financial's VOT Position: Q2 2026 in Review

XML Financial increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.05% in Q2 2026, buying an estimated $577 and bringing the position to 3,828 shares worth $1.17M. The position accounts for 0.09% of the portfolio, ranked #172.

XML Financial first reported a position in VOT in Q4 2019 and has held it in 26 quarters since. The position peaked at $6.01M in Q4 2021. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • XML Financial held 3,828 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.17M as of Q2 2026.
  • XML Financial bought 2 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $577.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.09% of XML Financial's portfolio in Q2 2026, its #172 holding.
  • XML Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
  • XML Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $6.01M in Q4 2021.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on XML Financial's 13F filing for Q2 2026, filed 24 Jul 2026.