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

Bernard 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	$1.23K	Hold	4	–	–	﹤0.01%	288
2026 Q1	$1.03K	Hold	4	–	–	﹤0.01%	308
2025 Q4	$1.12K	Hold	4	–	–	﹤0.01%	302
2025 Q3	$1.18K	Hold	4	–	–	﹤0.01%	287
2025 Q2	$1.14K	Hold	4	–	–	﹤0.01%	277
2025 Q1	$979	Hold	4	–	–	﹤0.01%	350
2024 Q4	$1.01K	Buy	+4	New	+$1.03K	﹤0.01%	281

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

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

Bernard Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 4 shares worth $1.23K. The position accounts for ﹤0.01% of the portfolio, ranked #288.

Bernard Wealth Management first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Bernard Wealth Management held 4 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.23K as of Q2 2026.
Bernard Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Bernard Wealth Management's portfolio in Q2 2026, its #288 holding.
Bernard Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bernard Wealth Management's 13F filing for Q2 2026, filed 21 Aug 2026.