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 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 $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

Aviso Wealth Management's VOT Position: Q1 2026 in Review

Aviso Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 2,867 shares worth $738K. The position accounts for 0.33% of the portfolio, ranked #67.

Aviso Wealth Management first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. The position peaked at $816K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Aviso Wealth Management held 2,867 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $738K as of Q1 2026.
Aviso Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.33% of Aviso Wealth Management's portfolio in Q1 2026, its #67 holding.
Aviso Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
Aviso Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $816K in Q3 2025.
1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Aviso Wealth Management's 13F filing for Q1 2026, filed 8 May 2026.