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Beacon Financial Advisory’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Beacon Financial Advisory’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 		$311K Buy
1,208
+201
+20% +$55.2K 0.07% 302
2025
Q4 		$281K Buy
+1,007
New +$288K 0.07% 311

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
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
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
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

Beacon Financial Advisory's VOT Position: Q1 2026 in Review

Beacon Financial Advisory increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 20% in Q1 2026, buying an estimated $55.2K and bringing the position to 1,208 shares worth $311K. The position accounts for 0.07% of the portfolio, ranked #302.

Beacon Financial Advisory first reported a position in VOT in Q4 2025 and has held it in 2 quarters since. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Beacon Financial Advisory held 1,208 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $311K as of Q1 2026.
  • Beacon Financial Advisory bought 201 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $55.2K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Beacon Financial Advisory's portfolio in Q1 2026, its #302 holding.
  • Beacon Financial Advisory first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Beacon Financial Advisory's 13F filing for Q1 2026, filed 27 Apr 2026.