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

Beacon Financial Planning’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	$1.09M	Buy	4,230 +227	+6%	+$62.3K	0.42%	37
2025 Q4	$1.12M	Buy	4,003 +9	+0.2%	+$2.58K	0.54%	32
2025 Q3	$1.17M	Buy	3,994 +4	+0.1%	+$1.15K	0.61%	29
2025 Q2	$1.13M	Hold	3,990	–	–	0.63%	29
2025 Q1	$976K	Buy	3,990 +6	+0.2%	+$1.56K	0.56%	30
2024 Q4	$1.01M	Buy	3,984 +5	+0.1%	+$1.29K	0.59%	25
2024 Q3	$969K	Buy	3,979 +10	+0.3%	+$2.33K	0.6%	22
2024 Q2	$911K	Hold	3,969	–	–	0.62%	20
2024 Q1	$936K	Buy	3,969 +5	+0.1%	+$1.12K	0.65%	19
2023 Q4	$870K	Buy	3,964 +7	+0.2%	+$1.4K	0.68%	14
2023 Q3	$771K	Buy	3,957 +5	+0.1%	+$1.02K	0.67%	15
2023 Q2	$813K	Buy	3,952 +6	+0.2%	+$1.16K	0.69%	14
2023 Q1	$769K	Buy	3,946 +8	+0.2%	+$1.53K	0.72%	13
2022 Q4	$708K	Buy	+3,938	New	+$714K	0.73%	12

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

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 Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return

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 Planning's VOT Position: Q1 2026 in Review

Beacon Financial Planning increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.7% in Q1 2026, buying an estimated $62.3K and bringing the position to 4,230 shares worth $1.09M. The position accounts for 0.42% of the portfolio, ranked #37.

Beacon Financial Planning first reported a position in VOT in Q4 2022 and has held it in 14 quarters since. The position peaked at $1.17M in Q3 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Beacon Financial Planning held 4,230 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.09M as of Q1 2026.
Beacon Financial Planning bought 227 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $62.3K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.42% of Beacon Financial Planning's portfolio in Q1 2026, its #37 holding.
Beacon Financial Planning first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
Beacon Financial Planning's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.17M in Q3 2025.
1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Beacon Financial Planning's 13F filing for Q1 2026, filed 22 Apr 2026.