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

Abound 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	$45K	Sell	147 -44	-23%	-$12.7K	0.01%	251
2026 Q1	$49.2K	Buy	191 +21	+12%	+$5.76K	0.01%	250
2025 Q4	$47.5K	Buy	170 +3	+2%	+$859	0.01%	234
2025 Q3	$49.1K	Sell	167 -43	-20%	-$12.4K	0.01%	213
2025 Q2	$59.7K	Buy	210 +74	+54%	+$19.1K	0.02%	179
2025 Q1	$33.3K	Hold	136	–	–	0.01%	238
2024 Q4	$34.5K	Hold	136	–	–	0.01%	215
2024 Q3	$33.1K	Buy	136 +38	+39%	+$8.85K	0.01%	224
2024 Q2	$22.5K	Buy	+98	New	+$22.5K	0.01%	236

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

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

Abound Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 23% in Q2 2026, selling an estimated $12.7K and leaving 147 shares worth $45K. The position accounts for 0.01% of the portfolio, ranked #251.

Abound Wealth Management first reported a position in VOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $59.7K in Q2 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Abound Wealth Management held 147 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $45K as of Q2 2026.
Abound Wealth Management sold 44 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $12.7K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Abound Wealth Management's portfolio in Q2 2026, its #251 holding.
Abound Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Abound Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $59.7K in Q2 2025.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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