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

Avion 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	$1K	Hold	5	–	–	﹤0.01%	1372
2026 Q1	$1K	Hold	5	–	–	﹤0.01%	1170
2025 Q4	$1K	Hold	5	–	–	﹤0.01%	1155
2025 Q3	$1K	Hold	5	–	–	﹤0.01%	1123
2025 Q2	$1K	Hold	5	–	–	﹤0.01%	1090
2025 Q1	$1K	Hold	5	–	–	﹤0.01%	950
2024 Q4	$1K	Hold	5	–	–	﹤0.01%	948
2024 Q3	$1K	Hold	5	–	–	﹤0.01%	922
2024 Q2	$1K	Hold	5	–	–	﹤0.01%	837
2024 Q1	$2K	Hold	5	–	–	﹤0.01%	793
2023 Q4	$1K	Buy	+5	New	+$1K	﹤0.01%	1006

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

Avion Wealth's VOT Position: Q2 2026 in Review

Avion Wealth held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 5 shares worth $1K. The position accounts for ﹤0.01% of the portfolio, ranked #1372.

Avion Wealth first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2K in Q1 2024. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Avion Wealth held 5 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1K as of Q2 2026.
Avion 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 Avion Wealth's portfolio in Q2 2026, its #1372 holding.
Avion Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Avion Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2K in Q1 2024.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Avion Wealth's 13F filing for Q2 2026, filed 31 Jul 2026.