Causey Wealth LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Causey Wealth LLC’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	$2.34M	Buy	7,638 +5	+0.1%	+$1.44K	0.91%	30
2026 Q1	$1.96M	Sell	7,633 -427	-5%	-$117K	0.83%	30
2025 Q4	$2.25M	Sell	8,060 -253	-3%	-$72.4K	1.02%	29
2025 Q3	$2.44M	Sell	8,313 -127	-2%	-$36.6K	1.19%	27
2025 Q2	$2.4M	Sell	8,440 -181	-2%	-$46.7K	1.23%	25
2025 Q1	$2.11M	Sell	8,621 -114	-1%	-$29.6K	1.18%	26
2024 Q4	$2.22M	Buy	+8,735	New	+$2.25M	1.29%	24

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

Causey Wealth LLC's VOT Position: Q2 2026 in Review

Causey Wealth LLC increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.07% in Q2 2026, buying an estimated $1.44K and bringing the position to 7,638 shares worth $2.34M. The position accounts for 0.91% of the portfolio, ranked #30.

Causey Wealth LLC first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $2.44M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Causey Wealth LLC held 7,638 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.34M as of Q2 2026.
Causey Wealth LLC bought 5 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.44K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.91% of Causey Wealth LLC's portfolio in Q2 2026, its #30 holding.
Causey Wealth LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Causey Wealth LLC's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.44M in Q3 2025.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Causey Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.