Aaron Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Aaron Wealth Advisors’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	$501K	Sell	1,635 -16	-1%	-$4.62K	0.03%	419
2026 Q1	$425K	Hold	1,651	–	–	0.02%	432
2025 Q4	$461K	Hold	1,651	–	–	0.03%	457
2025 Q3	$485K	Hold	1,651	–	–	0.03%	418
2025 Q2	$470K	Hold	1,651	–	–	0.05%	248
2025 Q1	$404K	Sell	1,651 -1,604	-49%	-$417K	0.05%	263
2024 Q4	$826K	Hold	3,255	–	–	0.1%	137
2024 Q3	$792K	Hold	3,255	–	–	0.09%	135
2024 Q2	$747K	Buy	3,255 +16	+0.5%	+$3.67K	0.1%	127
2024 Q1	$764K	Sell	3,239 -75	-2%	-$16.8K	0.11%	119
2023 Q4	$728K	Sell	3,314 -120	-3%	-$24K	0.12%	105
2023 Q3	$669K	Sell	3,434 -219	-6%	-$44.7K	0.09%	126
2023 Q2	$752K	Sell	3,653 -233	-6%	-$45.2K	0.1%	115
2023 Q1	$757K	Sell	3,886 -96	-2%	-$18.4K	0.1%	110
2022 Q4	$716K	Buy	+3,982	New	+$722K	0.1%	115

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

Aaron Wealth Advisors's VOT Position: Q2 2026 in Review

Aaron Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.97% in Q2 2026, selling an estimated $4.62K and leaving 1,635 shares worth $501K. The position accounts for 0.03% of the portfolio, ranked #419.

Aaron Wealth Advisors first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $826K in Q4 2024. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Aaron Wealth Advisors held 1,635 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $501K as of Q2 2026.
Aaron Wealth Advisors sold 16 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.62K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Aaron Wealth Advisors's portfolio in Q2 2026, its #419 holding.
Aaron Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
Aaron Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $826K in Q4 2024.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Aaron Wealth Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.