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

Axxcess 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
Q2 		$209K Buy
+681
New +$196K ﹤0.01% 992
2025
Q3 		– Sell
-1,064
Closed -$303K – 974
2025
Q2 		$303K Buy
1,064
+11
+1% +$2.84K 0.01% 713
2025
Q1 		$258K Sell
1,053
-202
-16% -$52.5K 0.01% 731
2024
Q4 		$318K Hold
1,255
– – 0.01% 658
2024
Q3 		$306K Hold
1,255
– – 0.01% 683
2024
Q2 		$288K Sell
1,255
-5,916
-82% -$1.36M 0.01% 662
2024
Q1 		$1.69M Buy
7,171
+943
+15% +$211K 0.05% 281
2023
Q4 		$1.37M Buy
6,228
+643
+12% +$129K 0.04% 301
2023
Q3 		$1.09M Buy
5,585
+2,674
+92% +$546K 0.04% 304
2023
Q2 		$599K Sell
2,911
-941
-24% -$182K 0.04% 310
2023
Q1 		$751K Sell
3,852
-283
-7% -$54.2K 0.06% 284
2022
Q4 		$743K Buy
4,135
+128
+3% +$23.2K 0.06% 280
2022
Q3 		$683K Sell
4,007
-128
-3% -$24.2K 0.06% 256
2022
Q2 		$725K Buy
4,135
+372
+10% +$72K 0.07% 236
2022
Q1 		$838K Buy
3,763
+103
+3% +$22.7K 0.07% 248
2021
Q4 		$932K Buy
+3,660
New +$923K 0.07% 224

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

Axxcess Wealth Management's VOT Position: Q2 2026 in Review

Axxcess Wealth Management opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 681 shares worth $209K. The stake represents ﹤0.01% of the portfolio and ranks #992 among its holdings. This is a return to the name: Axxcess Wealth Management previously reported a position in VOT as recently as Q2 2025.

Axxcess Wealth Management first reported a position in VOT in Q4 2021 and has held it in 16 quarters since. The position peaked at $1.69M in Q1 2024. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Axxcess Wealth Management held 681 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $209K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Axxcess Wealth Management position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Axxcess Wealth Management's portfolio in Q2 2026, its #992 holding.
  • Axxcess Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 16 quarters since.
  • Axxcess Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.69M in Q1 2024.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Axxcess Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.