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Avantax Planning Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Avantax Planning Partners’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 		$13.6M Sell
44,532
-1,202
-3% -$347K 0.34% 49
2026
Q1 		$11.8M Sell
45,734
-82
-0.2% -$22.5K 0.32% 50
2025
Q4 		$12.8M Sell
45,816
-2,288
-5% -$655K 0.36% 41
2025
Q3 		$14.1M Sell
48,104
-793
-2% -$229K 0.41% 41
2025
Q2 		$13.9M Buy
48,897
+19,126
+64% +$4.93M 0.44% 41
2025
Q1 		$7.28M Buy
29,771
+5,304
+22% +$1.38M 0.26% 71
2024
Q4 		$6.21M Sell
24,467
-741
-3% -$191K 0.22% 72
2024
Q3 		$6.14M Sell
25,208
-7,462
-23% -$1.74M 0.22% 75
2024
Q2 		$7.5M Sell
32,670
-1,517
-4% -$348K 0.24% 69
2024
Q1 		$8.06M Sell
34,187
-2,422
-7% -$543K 0.26% 66
2023
Q4 		$8.04M Sell
36,609
-4,622
-11% -$924K 0.31% 43
2023
Q3 		$8.03M Buy
41,231
+3,070
+8% +$627K 0.34% 37
2023
Q2 		$7.85M Sell
38,161
-335
-0.9% -$64.9K 0.31% 36
2023
Q1 		$7.5M Buy
38,496
+319
+0.8% +$61.1K 0.3% 38
2022
Q4 		$6.86M Buy
38,177
+2,088
+6% +$378K 0.27% 46
2022
Q3 		$6.16M Sell
36,089
-2,955
-8% -$559K 0.28% 44
2022
Q2 		$6.85M Buy
39,044
+33,126
+560% +$6.41M 0.29% 41
2022
Q1 		$1.32M Buy
+5,918
New +$1.31M 0.05% 131
2018
Q4 		– Sell
-41
Closed -$6K – 1170
2018
Q3 		$6K Buy
+41
New +$5.74K ﹤0.01% 1058
2018
Q2 		– Sell
-41
Closed -$5K – 1449
2018
Q1 		$5K Buy
+41
New +$5.39K ﹤0.01% 1367

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Avantax Planning Partners's VOT Position: Q2 2026 in Review

Avantax Planning Partners reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.6% in Q2 2026, selling an estimated $347K and leaving 44,532 shares worth $13.6M. The position accounts for 0.34% of the portfolio, ranked #49.

Avantax Planning Partners first reported a position in VOT in Q1 2018 and has held it in 20 quarters since. The position peaked at $14.1M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Avantax Planning Partners held 44,532 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $13.6M as of Q2 2026.
  • Avantax Planning Partners sold 1,202 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $347K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.34% of Avantax Planning Partners's portfolio in Q2 2026, its #49 holding.
  • Avantax Planning Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2018 and has held it in 20 quarters since.
  • Avantax Planning Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $14.1M in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Avantax Planning Partners's 13F filing for Q2 2026, filed 28 Jul 2026.