Bridgewealth Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bridgewealth Advisory 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	$756K	Buy	2,468 +1	+0%	+$288	0.14%	64
2026 Q1	$635K	Sell	2,467 -1	-0%	-$274	0.13%	68
2025 Q4	$689K	Hold	2,468	–	–	0.15%	67
2025 Q3	$725K	Buy	2,468 +1	+0%	+$288	0.17%	58
2025 Q2	$702K	Buy	+2,467	New	+$636K	0.18%	56
2025 Q1	–	Sell	-2,467	Closed	-$675K	–	111
2024 Q4	$675K	Hold	2,467	–	–	0.19%	54
2024 Q3	$601K	Buy	2,467 +244	+11%	+$56.8K	0.22%	49
2024 Q2	$510K	Hold	2,223	–	–	0.23%	46
2024 Q1	$524K	Sell	2,223 -235	-10%	-$52.6K	0.26%	47
2023 Q4	$540K	Hold	2,458	–	–	0.41%	39
2023 Q3	$479K	Buy	2,458 +85	+4%	+$17.4K	0.59%	34
2023 Q2	$488K	Hold	2,373	–	–	0.79%	27
2023 Q1	$462K	Hold	2,373	–	–	0.85%	26
2022 Q4	$427K	Buy	+2,373	New	+$430K	0.84%	26

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

Bridgewealth Advisory Group's VOT Position: Q2 2026 in Review

Bridgewealth Advisory Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.04% in Q2 2026, buying an estimated $288 and bringing the position to 2,468 shares worth $756K. The position accounts for 0.14% of the portfolio, ranked #64.

Bridgewealth Advisory Group first reported a position in VOT in Q4 2022 and has held it in 14 quarters since. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Bridgewealth Advisory Group held 2,468 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $756K as of Q2 2026.
Bridgewealth Advisory Group bought 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $288.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.14% of Bridgewealth Advisory Group's portfolio in Q2 2026, its #64 holding.
Bridgewealth Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 14 quarters since.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Bridgewealth Advisory Group's 13F filing for Q2 2026, filed 27 Jul 2026.