Bernardo Wealth Planning’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bernardo Wealth 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 Q2	$833K	Hold	2,720	–	–	0.14%	69
2026 Q1	$700K	Hold	2,720	–	–	0.14%	67
2025 Q4	$759K	Hold	2,720	–	–	0.14%	61
2025 Q3	$799K	Hold	2,720	–	–	0.16%	54
2025 Q2	$774K	Hold	2,720	–	–	0.17%	54
2025 Q1	$665K	Hold	2,720	–	–	0.16%	53
2024 Q4	$697K	Hold	2,720	–	–	0.17%	51
2024 Q3	$681K	Hold	2,720	–	–	0.17%	51
2024 Q2	$624K	Sell	2,720 -26	-0.9%	-$5.96K	0.17%	53
2024 Q1	$647K	Sell	2,746 -4	-0.1%	-$896	0.18%	51
2023 Q4	$604K	Hold	2,750	–	–	0.19%	50
2023 Q3	$536K	Hold	2,750	–	–	0.21%	50
2023 Q2	$566K	Hold	2,750	–	–	0.23%	51
2023 Q1	$536K	Hold	2,750	–	–	0.23%	51
2022 Q4	$494K	Hold	2,750	–	–	0.23%	52
2022 Q3	$476K	Hold	2,750	–	–	0.27%	47
2022 Q2	$482K	Hold	2,750	–	–	0.28%	47
2022 Q1	$612K	Hold	2,750	–	–	0.3%	43
2021 Q4	$700K	Hold	2,750	–	–	0.34%	40
2021 Q3	$649K	Hold	2,750	–	–	0.38%	38
2021 Q2	$649K	Sell	2,750 -73	-3%	-$16.4K	0.39%	42
2021 Q1	$605K	Hold	2,823	–	–	0.38%	39
2020 Q4	$598K	Hold	2,823	–	–	0.23%	86
2020 Q3	$508K	Sell	2,823 -105	-4%	-$18.5K	0.23%	82
2020 Q2	$483K	Sell	2,928 -161	-5%	-$24.3K	0.26%	74
2020 Q1	$391K	Hold	3,089	–	–	0.27%	92
2019 Q4	$490K	Hold	3,089	–	–	0.3%	78
2019 Q3	$457K	Sell	3,089 -44	-1%	-$6.59K	0.33%	73
2019 Q2	$468K	Sell	3,133 -13	-0.4%	-$1.9K	0.37%	72
2019 Q1	$449K	Buy	3,146 +132	+4%	+$17.8K	0.36%	74
2018 Q4	$361K	Buy	+3,014	New	+$387K	0.32%	85

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

Bernardo Wealth Planning's VOT Position: Q2 2026 in Review

Bernardo Wealth Planning held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 2,720 shares worth $833K. The position accounts for 0.14% of the portfolio, ranked #69.

Bernardo Wealth Planning first reported a position in VOT in Q4 2018 and has held it in 31 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Bernardo Wealth Planning held 2,720 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $833K as of Q2 2026.
Bernardo Wealth Planning left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.14% of Bernardo Wealth Planning's portfolio in Q2 2026, its #69 holding.
Bernardo Wealth Planning first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bernardo Wealth Planning's 13F filing for Q2 2026, filed 27 Jul 2026.