1900 Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

1900 Wealth 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	$209K	Buy	+684	New	+$197K	0.01%	303
2025 Q4	–	Sell	-684	Closed	-$201K	–	250
2025 Q3	$201K	Buy	+684	New	+$197K	0.01%	230
2024 Q1	–	Sell	-2,106	Closed	-$462K	–	290
2023 Q4	$462K	Sell	2,106 -35	-2%	-$7K	0.04%	199
2023 Q3	$417K	Sell	2,141 -47	-2%	-$9.6K	0.04%	203
2023 Q2	$450K	Sell	2,188 -282	-11%	-$54.7K	0.05%	167
2023 Q1	$447K	Buy	2,470 +219	+10%	+$41.9K	0.05%	166
2022 Q4	$405K	Sell	2,251 -242	-10%	-$43.9K	0.04%	173
2022 Q3	$425K	Buy	2,493 +254	+11%	+$48.1K	0.05%	159
2022 Q2	$393K	Sell	2,239 -112	-5%	-$21.7K	0.04%	169
2022 Q1	$523K	Sell	2,351 -4,650	-66%	-$1.03M	0.05%	161
2021 Q4	$1.78M	Buy	7,001 +20	+0.3%	+$5.04K	0.16%	96
2021 Q3	$1.65M	Buy	6,981 +322	+5%	+$78K	0.16%	95
2021 Q2	$1.57M	Sell	6,659 -2,950	-31%	-$662K	0.15%	92
2021 Q1	$2.06M	Sell	9,609 -1,156	-11%	-$251K	0.16%	69
2020 Q4	$2.28M	Buy	+10,765	New	+$2.12M	0.27%	58

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

1900 Wealth Management's VOT Position: Q2 2026 in Review

1900 Wealth Management opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 684 shares worth $209K. The stake represents 0.01% of the portfolio and ranks #303 among its holdings. This is a return to the name: 1900 Wealth Management previously reported a position in VOT as recently as Q3 2025.

1900 Wealth Management first reported a position in VOT in Q4 2020 and has held it in 15 quarters since. The position peaked at $2.28M in Q4 2020. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

1900 Wealth Management held 684 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $209K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new 1900 Wealth Management position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of 1900 Wealth Management's portfolio in Q2 2026, its #303 holding.
1900 Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 15 quarters since.
1900 Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.28M in Q4 2020.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on 1900 Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.