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

Aviso 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 Q3	$854K	Buy	2,923 +56	+2%	+$16.8K	0.33%	66
2026 Q2	$878K	Hold	2,867	–	–	0.3%	65
2026 Q1	$738K	Hold	2,867	–	–	0.33%	67
2025 Q4	$800K	Buy	2,867 +90	+3%	+$25.8K	0.34%	71
2025 Q3	$816K	Hold	2,777	–	–	0.36%	68
2025 Q2	$790K	Hold	2,777	–	–	0.37%	66
2025 Q1	$679K	Sell	2,777 -181	-6%	-$47.1K	0.36%	73
2024 Q4	$751K	Hold	2,958	–	–	0.38%	69
2024 Q3	$720K	Hold	2,958	–	–	0.39%	69
2024 Q2	$679K	Hold	2,958	–	–	0.4%	64
2024 Q1	$697K	Hold	2,958	–	–	0.44%	58
2023 Q4	$649K	Buy	+2,958	New	+$591K	0.47%	55

Other funds holding VOT

Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return

Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Aviso Wealth Management's VOT Position: Q3 2026 in Review

Aviso Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2% in Q3 2026, buying an estimated $16.8K and bringing the position to 2,923 shares worth $854K. The position accounts for 0.33% of the portfolio, ranked #66.

Aviso Wealth Management first reported a position in VOT in Q4 2023 and has held it in 12 quarters since. The position peaked at $878K in Q2 2026. 989 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Aviso Wealth Management held 2,923 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $854K as of Q3 2026.
Aviso Wealth Management bought 56 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $16.8K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.33% of Aviso Wealth Management's portfolio in Q3 2026, its #66 holding.
Aviso Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
Aviso Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $878K in Q2 2026.
989 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Aviso Wealth Management's 13F filing for Q3 2026, filed 4 Nov 2026.