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

Daymark 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	$1.54M	Buy	5,040 +913	+22%	+$263K	0.04%	280
2026 Q1	$1.06M	Sell	4,127 -26	-0.6%	-$7.13K	0.03%	288
2025 Q4	$1.16M	Sell	4,153 -1,527	-27%	-$437K	0.04%	265
2025 Q3	$1.67M	Sell	5,680 -280	-5%	-$80.8K	0.06%	214
2025 Q2	$1.7M	Sell	5,960 -11	-0.2%	-$2.84K	0.06%	196
2025 Q1	$1.46M	Sell	5,971 -253	-4%	-$65.8K	0.06%	197
2024 Q4	$1.58M	Buy	6,224 +249	+4%	+$64.1K	0.07%	188
2024 Q3	$1.45M	Sell	5,975 -398	-6%	-$92.7K	0.06%	194
2024 Q2	$1.46M	Buy	6,373 +2,086	+49%	+$478K	0.07%	187
2024 Q1	$1.01M	Sell	4,287 -87	-2%	-$19.5K	0.05%	196
2023 Q4	$960K	Sell	4,374 -425	-9%	-$85K	0.06%	191
2023 Q3	$935K	Sell	4,799 -3,471	-42%	-$709K	0.06%	175
2023 Q2	$1.7M	Sell	8,270 -8,385	-50%	-$1.63M	0.13%	129
2023 Q1	$3.25M	Buy	+16,655	New	+$3.19M	0.43%	54

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

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

Daymark Wealth Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 22% in Q2 2026, buying an estimated $263K and bringing the position to 5,040 shares worth $1.54M. The position accounts for 0.04% of the portfolio, ranked #280.

Daymark Wealth Partners first reported a position in VOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $3.25M in Q1 2023. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Daymark Wealth Partners held 5,040 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.54M as of Q2 2026.
Daymark Wealth Partners bought 913 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $263K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Daymark Wealth Partners's portfolio in Q2 2026, its #280 holding.
Daymark Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Daymark Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.25M in Q1 2023.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Daymark Wealth Partners's 13F filing for Q2 2026, filed 31 Jul 2026.