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Public ownership evidence

Vanguard Morningstar Mid-Cap Growth ETF (VOT) Ownership Disclosures

Read VOT insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-11-10T07:40:50.020Z

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Recent Form 4 activity

No matching purchases, sales or awards were returned in this 90-day public filing window.

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90-day public availability window, up to 50 records.

Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-29478$146,425None
Cornerstone Financial Management LLC2026-03-312026-08-29443$114,006None
Cornerstone Financial Management LLC2025-12-312026-08-29307$85,696None
B. Riley Wealth Advisors, Inc.2025-03-312026-08-296,886$1,684,636None
Corient Private Wealth LP2026-06-302026-08-2878,666$24,095,406None
Redwood Investment Management, LLC2024-12-312026-08-284,181$1,061,000None
Redwood Investment Management, LLC2025-03-312026-08-286,894$1,687,000None
TUCKER ASSET MANAGEMENT LLC2026-06-302026-08-2830$9,194None
TUCKER ASSET MANAGEMENT LLC2026-03-312026-08-2833$8,495None
Legacy Edge Advisors, LLC2025-09-302026-08-275,300$1,557,087None
Dakota Wealth Management2025-09-302026-08-2786,458$25,401,167None
Dakota Wealth Management2025-12-312026-08-2792,587$25,844,636None
Dakota Wealth Management2026-03-312026-08-2797,686$25,139,411None
Redwood Investment Management, LLC2025-06-302026-08-278,755$2,490,000None
Redwood Investment Management, LLC2025-09-302026-08-2722,987$6,753,000None
Redwood Investment Management, LLC2025-12-312026-08-2725,816$7,206,000None
Advus Financial Partners, LLC2025-09-302026-08-262,400$705,144None
Advus Financial Partners, LLC2025-06-302026-08-262,400$682,580None
Advus Financial Partners, LLC2025-03-312026-08-262,400$587,174None
Advus Financial Partners, LLC2024-12-312026-08-262,400$609,037None
Advus Financial Partners, LLC2024-09-302026-08-262,400$584,361None
Advus Financial Partners, LLC2024-06-302026-08-262,400$550,971None
Advus Financial Partners, LLC2024-03-312026-08-262,400$565,924None
Advus Financial Partners, LLC2023-12-312026-08-262,400$526,992None
Advus Financial Partners, LLC2023-09-302026-08-262,400$467,467None
Advus Financial Partners, LLC2023-06-302026-08-262,178$448,174None
Advus Financial Partners, LLC2023-03-312026-08-262,178$424,475None
Advus Financial Partners, LLC2022-12-312026-08-262,178$391,520None
Advus Financial Partners, LLC2022-09-302026-08-262,270$387,104None
Advus Financial Partners, LLC2022-06-302026-08-262,270$398,073None
Advus Financial Partners, LLC2022-03-312026-08-262,453$546,592None
Advus Financial Partners, LLC2021-09-302026-08-262,453$624,469None
Strategic Financial Services, Inc.2026-06-302026-08-252,566$785,966None
Bernard Wealth Management Corp.2026-06-302026-08-224$1,226None
Rehmann Capital Advisory Group2026-06-302026-08-211,716$525,610None
Bullock Wealth Management Group2026-06-302026-08-20269$81,663None
Wilson & Boucher Capital Management, LLC2026-06-302026-08-201,200$367,560None
Kingsview Wealth Management, LLC2026-06-302026-08-2027,064$8,289,823None
Archer Investment Corp2026-06-302026-08-20501$153,456None
Field & Main Bank2026-06-302026-08-20127$38,900None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2029,618$9,072,105None
Beacon Pointe Advisors, LLC2026-06-302026-08-1993,904$28,698,152None
Copia Wealth Management2026-06-302026-08-191,199$367,254None
Orion Capital Management LLC2026-06-302026-08-19868$265,789None
Glenview Trust Co2026-06-302026-08-19785$240,445None
Glenview Trust Co2026-06-302026-08-1956,867$17,418,362None
PIN OAK INVESTMENT ADVISORS INC2026-06-302026-08-1988$27,000None
NORTH STAR ASSET MANAGEMENT INC2026-06-302026-08-191,536$470,477None
Jacobs Equity LLC2026-06-302026-08-186,604$2,022,671None
Legacy Edge Advisors, LLC2025-06-302026-08-185,181$1,473,425None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗B. Riley Wealth Advisors, Inc. ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗TUCKER ASSET MANAGEMENT LLC ↗TUCKER ASSET MANAGEMENT LLC ↗Legacy Edge Advisors, LLC ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.