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

BCS 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	$749K	Sell	2,444 -3	-0.1%	-$865	0.13%	136
2026 Q1	$630K	Sell	2,447 -2,447	-50%	-$672K	0.13%	138
2025 Q4	$1.37M	Buy	4,894 +2,447	+100%	+$700K	0.14%	126
2025 Q3	$719K	Hold	2,447	–	–	0.16%	112
2025 Q2	$696K	Hold	2,447	–	–	0.15%	130
2025 Q1	$599K	Hold	2,447	–	–	0.15%	126
2024 Q4	$621K	Buy	+2,447	New	+$630K	0.15%	125
2024 Q2	–	Sell	-2,707	Closed	-$638K	–	230
2024 Q1	$638K	Hold	2,707	–	–	0.2%	106
2023 Q4	$594K	Sell	2,707 -10	-0.4%	-$2K	0.22%	103
2023 Q3	$529K	Buy	+2,717	New	+$555K	0.22%	104
2023 Q2	–	Sell	-3,135	Closed	-$611K	–	172
2023 Q1	$611K	Hold	3,135	–	–	0.28%	74
2022 Q4	$564K	Hold	3,135	–	–	0.24%	96
2022 Q3	$535K	Hold	3,135	–	–	0.25%	95
2022 Q2	$550K	Hold	3,135	–	–	0.24%	90
2022 Q1	$699K	Hold	3,135	–	–	0.29%	83
2021 Q4	$798K	Hold	3,135	–	–	0.29%	79
2021 Q3	$741K	Buy	+3,135	New	+$759K	0.31%	71
2021 Q2	–	Sell	-3,135	Closed	-$673K	–	168
2021 Q1	$673K	Hold	3,135	–	–	0.32%	66
2020 Q4	$665K	Hold	3,135	–	–	0.35%	62
2020 Q3	$565K	Hold	3,135	–	–	0.32%	64
2020 Q2	$518K	Hold	3,135	–	–	0.31%	65
2020 Q1	$397K	Hold	3,135	–	–	0.28%	68
2019 Q4	$498K	Buy	+3,135	New	+$478K	0.33%	57

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

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

BCS Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.12% in Q2 2026, selling an estimated $865 and leaving 2,444 shares worth $749K. The position accounts for 0.13% of the portfolio, ranked #136.

BCS Wealth Management first reported a position in VOT in Q4 2019 and has held it in 23 quarters since. The position peaked at $1.37M in Q4 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

BCS Wealth Management held 2,444 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $749K as of Q2 2026.
BCS Wealth Management sold 3 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $865.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.13% of BCS Wealth Management's portfolio in Q2 2026, its #136 holding.
BCS Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 23 quarters since.
BCS Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.37M in Q4 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on BCS Wealth Management's 13F filing for Q2 2026, filed 16 Jul 2026.