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

Beacon Financial Group’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	$480K	Hold	1,566	–	–	0.04%	250
2026 Q1	$403K	Hold	1,566	–	–	0.04%	255
2025 Q4	$437K	Sell	1,566 -10	-0.6%	-$2.86K	0.04%	243
2025 Q3	$463K	Buy	1,576 +10	+0.6%	+$2.88K	0.05%	236
2025 Q2	$445K	Sell	1,566 -6	-0.4%	-$1.55K	0.05%	236
2025 Q1	$385K	Hold	1,572	–	–	0.04%	245
2024 Q4	$399K	Hold	1,572	–	–	0.04%	244
2024 Q3	$383K	Hold	1,572	–	–	0.04%	249
2024 Q2	$361K	Sell	1,572 -62	-4%	-$14.2K	0.04%	246
2024 Q1	$385K	Sell	1,634 -14	-0.8%	-$3.14K	0.04%	237
2023 Q4	$362K	Buy	+1,648	New	+$329K	0.04%	241

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

Beacon Financial Group's VOT Position: Q2 2026 in Review

Beacon Financial Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,566 shares worth $480K. The position accounts for 0.04% of the portfolio, ranked #250.

Beacon Financial Group first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Beacon Financial Group held 1,566 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $480K as of Q2 2026.
Beacon Financial Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Beacon Financial Group's portfolio in Q2 2026, its #250 holding.
Beacon Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Beacon Financial Group's 13F filing for Q2 2026, filed 16 Jul 2026.