Beacon Financial Advisory’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
Other funds holding VOT
EWA
TI
Beacon Financial Advisory's VOT Position: Q2 2026 in Review
Beacon Financial Advisory reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 22% in Q2 2026, selling an estimated $76.7K and leaving 942 shares worth $288K. The position accounts for 0.06% of the portfolio, ranked #338.
Beacon Financial Advisory first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $311K in Q1 2026. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- Beacon Financial Advisory held 942 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $288K as of Q2 2026.
- Beacon Financial Advisory sold 266 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $76.7K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Beacon Financial Advisory's portfolio in Q2 2026, its #338 holding.
- Beacon Financial Advisory first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
- Beacon Financial Advisory's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $311K in Q1 2026.
- 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Beacon Financial Advisory's 13F filing for Q2 2026, filed 5 Aug 2026.