Accurate Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
Other funds holding VOT
Accurate Wealth Management's VOT Position: Q3 2026 in Review
Accurate Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.7% in Q3 2026, selling an estimated $3.6K and leaving 695 shares worth $207K. The position accounts for 0.02% of the portfolio, ranked #575.
Accurate Wealth Management first reported a position in VOT in Q4 2022 and has held it in 4 quarters since. The position peaked at $235K in Q3 2025. 748 funds tracked by Wall St. Rank hold VOT as of Q3 2026.
- Accurate Wealth Management held 695 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $207K as of Q3 2026.
- Accurate Wealth Management sold 12 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $3.6K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Accurate Wealth Management's portfolio in Q3 2026, its #575 holding.
- Accurate Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 4 quarters since.
- Accurate Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $235K in Q3 2025.
- 748 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.
Based on Accurate Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.