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

Balboa Wealth Partners’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 		$559K Buy
+1,826
New +$527K 0.08% 221
2026
Q1 		– Sell
-1,197
Closed -$334K – 489
2025
Q4 		$334K Sell
1,197
-1,385
-54% -$396K 0.06% 263
2025
Q3 		$759K Sell
2,582
-12
-0.5% -$3.46K 0.13% 126
2025
Q2 		$738K Buy
2,594
+1,318
+103% +$340K 0.15% 120
2025
Q1 		$312K Buy
+1,276
New +$332K 0.08% 193

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

Balboa Wealth Partners's VOT Position: Q2 2026 in Review

Balboa Wealth Partners opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 1,826 shares worth $559K. The stake represents 0.08% of the portfolio and ranks #221 among its holdings. This is a return to the name: Balboa Wealth Partners previously reported a position in VOT as recently as Q4 2025.

Balboa Wealth Partners first reported a position in VOT in Q1 2025 and has held it in 5 quarters since. The position peaked at $759K in Q3 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Balboa Wealth Partners held 1,826 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $559K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Balboa Wealth Partners position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of Balboa Wealth Partners's portfolio in Q2 2026, its #221 holding.
  • Balboa Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
  • Balboa Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $759K in Q3 2025.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Balboa Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.