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

49 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	–	Sell	-1,381	Closed	-$355K	–	294
2026 Q1	$355K	Sell	1,381 -163	-11%	-$44.7K	0.03%	138
2025 Q4	$431K	Buy	1,544 +39	+3%	+$11.2K	0.04%	122
2025 Q3	$442K	Sell	1,505 -37	-2%	-$10.7K	0.04%	107
2025 Q2	$439K	Buy	+1,542	New	+$398K	0.05%	94
2024 Q4	–	Sell	-865	Closed	-$211K	–	194
2024 Q3	$211K	Sell	865 -688	-44%	-$160K	0.03%	154
2024 Q2	$355K	Sell	1,553 -57	-4%	-$13.1K	0.07%	102
2024 Q1	$378K	Sell	1,610 -86	-5%	-$19.3K	0.08%	76
2023 Q4	$372K	Buy	+1,696	New	+$339K	0.1%	71

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

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

49 Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 1,381 shares — an estimated $355K sold.

49 Wealth Management first reported a position in VOT in Q4 2023 and held it in 8 quarters. The position peaked at $442K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

49 Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
49 Wealth Management sold 1,381 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $355K.
49 Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and held it in 8 quarters.
49 Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $442K in Q3 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on 49 Wealth Management's 13F filing for Q2 2026, filed 10 Aug 2026.