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

Coquina Private 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 		$380K Buy
1,241
+267
+27% +$77K 0.26% 57
2026
Q1 		$251K Buy
+974
New +$267K 0.2% 73

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

Coquina Private Wealth LLC's VOT Position: Q2 2026 in Review

Coquina Private Wealth LLC increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 27% in Q2 2026, buying an estimated $77K and bringing the position to 1,241 shares worth $380K. The position accounts for 0.26% of the portfolio, ranked #57.

Coquina Private Wealth LLC first reported a position in VOT in Q1 2026 and has held it in 2 quarters since. 743 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Coquina Private Wealth LLC held 1,241 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $380K as of Q2 2026.
  • Coquina Private Wealth LLC bought 267 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $77K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.26% of Coquina Private Wealth LLC's portfolio in Q2 2026, its #57 holding.
  • Coquina Private Wealth LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 743 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Coquina Private Wealth LLC's 13F filing for Q2 2026, filed 29 Jul 2026.