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

Angeles 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	$93.4K	Hold	305	–	–	﹤0.01%	543
2026 Q1	$78.5K	Buy	305 +80	+36%	+$22K	﹤0.01%	453
2025 Q4	$62.8K	Hold	225	–	–	﹤0.01%	413
2025 Q3	$66.1K	Hold	225	–	–	﹤0.01%	369
2025 Q2	$64K	Hold	225	–	–	﹤0.01%	371
2025 Q1	$55K	Hold	225	–	–	﹤0.01%	328
2024 Q4	$57.1K	Hold	225	–	–	﹤0.01%	337
2024 Q3	$54.8K	Buy	225 +153	+213%	+$35.6K	﹤0.01%	297
2024 Q2	$16.5K	Hold	72	–	–	﹤0.01%	280
2024 Q1	$17K	Hold	72	–	–	﹤0.01%	272
2023 Q4	$15.8K	Hold	72	–	–	﹤0.01%	244
2023 Q3	$14K	Hold	72	–	–	﹤0.01%	217
2023 Q2	$14.8K	Hold	72	–	–	﹤0.01%	211
2023 Q1	$14K	Hold	72	–	–	﹤0.01%	201
2022 Q4	$12.9K	Hold	72	–	–	﹤0.01%	204
2022 Q3	$12K	Hold	72	–	–	﹤0.01%	204
2022 Q2	$13K	Hold	72	–	–	﹤0.01%	195
2022 Q1	$16K	Buy	+72	New	+$15.9K	﹤0.01%	187

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

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

Angeles Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 305 shares worth $93.4K. The position accounts for ﹤0.01% of the portfolio, ranked #543.

Angeles Wealth Management first reported a position in VOT in Q1 2022 and has held it in 18 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Angeles Wealth Management held 305 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $93.4K as of Q2 2026.
Angeles Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Angeles Wealth Management's portfolio in Q2 2026, its #543 holding.
Angeles Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Angeles Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.