CWP
VOT icon

Concord Wealth Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Concord Wealth Partners’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 		$144K Buy
+471
New +$136K 0.02% 255
2026
Q1 		– Sell
-458
Closed -$128K – 770
2025
Q4 		$128K Buy
458
+308
+205% +$88.1K 0.02% 232
2025
Q3 		$44K Sell
150
-378
-72% -$109K 0.01% 354
2025
Q2 		$150K Buy
528
+378
+252% +$97.5K 0.02% 228
2025
Q1 		$36.6K Buy
150
+1
+0.7% +$260 0.01% 367
2024
Q4 		$37.9K Sell
149
-321
-68% -$82.6K 0.01% 374
2024
Q3 		$114K Buy
470
+230
+96% +$53.6K 0.02% 249
2024
Q2 		$55.1K Sell
240
-361
-60% -$82.8K 0.01% 299
2024
Q1 		$142K Buy
601
+185
+44% +$41.4K 0.03% 237
2023
Q4 		$91.4K Sell
416
-588
-59% -$118K 0.02% 284
2023
Q3 		$196K Buy
1,004
+26
+3% +$5.31K 0.04% 199
2023
Q2 		$201K Buy
978
+78
+9% +$15.1K 0.04% 195
2023
Q1 		$175K Sell
900
-245
-21% -$46.9K 0.05% 181
2022
Q4 		$206K Sell
1,145
-129
-10% -$23.4K 0.06% 159
2022
Q3 		$217K Sell
1,274
-4,027
-76% -$762K 0.07% 150
2022
Q2 		$930K Buy
5,301
+299
+6% +$57.9K 0.26% 56
2022
Q1 		$1.11M Buy
5,002
+62
+1% +$13.7K 0.29% 45
2021
Q4 		$1.26M Buy
4,940
+2,071
+72% +$522K 0.31% 40
2021
Q3 		$678K Sell
2,869
-1,594
-36% -$386K 0.28% 28
2021
Q2 		$1.05M Buy
4,463
+989
+28% +$222K 0.3% 30
2021
Q1 		$745K Buy
3,474
+3,415
+5,788% +$741K 0.25% 39
2020
Q4 		$13K Buy
+59
New +$11.6K 0.01% 351

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Concord Wealth Partners's VOT Position: Q2 2026 in Review

Concord Wealth Partners opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 471 shares worth $144K. The stake represents 0.02% of the portfolio and ranks #255 among its holdings. This is a return to the name: Concord Wealth Partners previously reported a position in VOT as recently as Q4 2025.

Concord Wealth Partners first reported a position in VOT in Q4 2020 and has held it in 22 quarters since. The position peaked at $1.26M in Q4 2021. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Concord Wealth Partners held 471 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $144K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Concord Wealth Partners position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Concord Wealth Partners's portfolio in Q2 2026, its #255 holding.
  • Concord Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 22 quarters since.
  • Concord Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.26M in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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