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

Accurate 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	$214K	Buy	+707	New	+$204K	0.02%	539
2025 Q4	–	Sell	-803	Closed	-$235K	–	531
2025 Q3	$235K	Buy	+803	New	+$232K	0.03%	446
2023 Q1	–	Sell	-186	Closed	-$34K	–	1429
2022 Q4	$34K	Buy	+186	New	+$33.7K	0.01%	542

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Accurate Wealth Management opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 707 shares worth $214K. The stake represents 0.02% of the portfolio and ranks #539 among its holdings. This is a return to the name: Accurate Wealth Management previously reported a position in VOT as recently as Q3 2025.

Accurate Wealth Management first reported a position in VOT in Q4 2022 and has held it in 3 quarters since. The position peaked at $235K in Q3 2025. 496 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Accurate Wealth Management held 707 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $214K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Accurate Wealth Management position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Accurate Wealth Management's portfolio in Q2 2026, its #539 holding.
Accurate Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 3 quarters since.
Accurate Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $235K in Q3 2025.
496 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Accurate Wealth Management's 13F filing for Q2 2026, filed 15 Jul 2026.