Aventura Private Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Aventura Private Wealth’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	$9.19K	Hold	30	–	–	﹤0.01%	611
2026 Q1	$7.72K	Hold	30	–	–	﹤0.01%	581
2025 Q4	$8.37K	Hold	30	–	–	﹤0.01%	534
2025 Q3	$8.81K	Hold	30	–	–	﹤0.01%	512
2025 Q2	$8.53K	Sell	30 -54	-64%	-$13.9K	﹤0.01%	487
2025 Q1	$20.6K	Buy	84 +54	+180%	+$14K	0.01%	351
2024 Q4	$7.61K	Buy	+30	New	+$7.72K	﹤0.01%	470

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

Aventura Private Wealth's VOT Position: Q2 2026 in Review

Aventura Private Wealth held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 30 shares worth $9.19K. The position accounts for ﹤0.01% of the portfolio, ranked #611.

Aventura Private Wealth first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $20.6K in Q1 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Aventura Private Wealth held 30 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $9.19K as of Q2 2026.
Aventura Private Wealth 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 Aventura Private Wealth's portfolio in Q2 2026, its #611 holding.
Aventura Private Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Aventura Private Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $20.6K in Q1 2025.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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