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

Copia 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	$367K	Sell	1,199 -16	-1%	-$4.62K	0.22%	86
2026 Q1	$313K	Sell	1,215 -217	-15%	-$59.5K	0.21%	85
2025 Q4	$400K	Sell	1,432 -12	-0.8%	-$3.43K	0.29%	73
2025 Q3	$424K	Hold	1,444	–	–	0.32%	67
2025 Q2	$411K	Hold	1,444	–	–	0.35%	60
2025 Q1	$353K	Buy	1,444 +65	+5%	+$16.9K	0.33%	60
2024 Q4	$350K	Buy	+1,379	New	+$355K	0.33%	60

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

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

Copia Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.3% in Q2 2026, selling an estimated $4.62K and leaving 1,199 shares worth $367K. The position accounts for 0.22% of the portfolio, ranked #86.

Copia Wealth Management first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $424K in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Copia Wealth Management held 1,199 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $367K as of Q2 2026.
Copia Wealth Management sold 16 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.62K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.22% of Copia Wealth Management's portfolio in Q2 2026, its #86 holding.
Copia Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Copia Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $424K in Q3 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Copia Wealth Management's 13F filing for Q2 2026, filed 18 Aug 2026.