Y-Intercept (HK)’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Y-Intercept (HK)’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	–	Sell	-5,557	Closed	-$1.43M	–	2208
2026 Q1	$1.43M	Buy	+5,557	New	+$1.52M	0.03%	884
2025 Q2	–	Sell	-4,073	Closed	-$996K	–	2056
2025 Q1	$996K	Sell	4,073 -4,241	-51%	-$1.1M	0.07%	410
2024 Q4	$2.11M	Buy	8,314 +3,308	+66%	+$851K	0.14%	195
2024 Q3	$1.22M	Buy	+5,006	New	+$1.17M	0.07%	364
2024 Q2	–	Sell	-3,302	Closed	-$779K	–	1963
2024 Q1	$779K	Buy	+3,302	New	+$740K	0.06%	491
2023 Q3	–	Sell	-8,566	Closed	-$1.76M	–	1649
2023 Q2	$1.76M	Buy	8,566 +5,715	+200%	+$1.11M	0.19%	130
2023 Q1	$556K	Buy	+2,851	New	+$546K	0.06%	468
2022 Q3	–	Sell	-1,310	Closed	-$230K	–	1293
2022 Q2	$230K	Buy	+1,310	New	+$254K	0.03%	647
2021 Q2	–	Sell	-1,280	Closed	-$271K	–	929
2021 Q1	$271K	Buy	+1,280	New	+$278K	0.07%	451

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

Y-Intercept (HK)'s VOT Position: Q2 2026 in Review

Y-Intercept (HK) sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 5,557 shares — an estimated $1.43M sold.

Y-Intercept (HK) first reported a position in VOT in Q1 2021 and held it in 9 quarters. The position peaked at $2.11M in Q4 2024. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Y-Intercept (HK) reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Y-Intercept (HK) sold 5,557 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.43M.
Y-Intercept (HK) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2021 and held it in 9 quarters.
Y-Intercept (HK)'s Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.11M in Q4 2024.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Y-Intercept (HK)'s 13F filing for Q2 2026, filed 14 Jul 2026.