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

Zhang 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	$359K	Buy	1,172 +61	+5%	+$17.6K	0.01%	307
2026 Q1	$286K	Hold	1,111	–	–	0.01%	311
2025 Q4	$310K	Buy	1,111 +1	+0.1%	+$286	0.01%	268
2025 Q3	$326K	Sell	1,110 -1	-0.1%	-$288	0.01%	256
2025 Q2	$316K	Sell	1,111 -9	-0.8%	-$2.32K	0.01%	240
2025 Q1	$274K	Buy	1,120 +37	+3%	+$9.62K	0.01%	254
2024 Q4	$275K	Sell	1,083 -384	-26%	-$98.8K	0.02%	246
2024 Q3	$357K	Buy	1,467 +201	+16%	+$46.8K	0.02%	219
2024 Q2	$291K	Hold	1,266	–	–	0.02%	226
2024 Q1	$298K	Buy	1,266 +1	+0.1%	+$224	0.02%	224
2023 Q4	$278K	Hold	1,265	–	–	0.02%	225
2023 Q3	$246K	Buy	1,265 +1	+0.1%	+$204	0.03%	212
2023 Q2	$260K	Hold	1,264	–	–	0.03%	211
2023 Q1	$246K	Buy	1,264 +1	+0.1%	+$191	0.03%	208
2022 Q4	$227K	Buy	+1,263	New	+$229K	0.03%	211

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

Zhang Financial's VOT Position: Q2 2026 in Review

Zhang Financial increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.5% in Q2 2026, buying an estimated $17.6K and bringing the position to 1,172 shares worth $359K. The position accounts for 0.01% of the portfolio, ranked #307.

Zhang Financial first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Zhang Financial held 1,172 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $359K as of Q2 2026.
Zhang Financial bought 61 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $17.6K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Zhang Financial's portfolio in Q2 2026, its #307 holding.
Zhang Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Zhang Financial's 13F filing for Q2 2026, filed 30 Jul 2026.