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

Destiny 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	–	Sell	-220	Closed	-$56.7K	–	1070
2026 Q1	$56.7K	Sell	220 -15,810	-99%	-$4.34M	0.01%	418
2025 Q4	$4.54M	Buy	16,030 +163	+1%	+$46.6K	0.52%	54
2025 Q3	$4.66M	Sell	15,867 -1,232	-7%	-$355K	0.57%	52
2025 Q2	$4.86M	Buy	+17,099	New	+$4.41M	0.65%	52
2022 Q1	–	Sell	-233	Closed	-$59K	–	605
2021 Q4	$59K	Buy	+233	New	+$58.7K	0.01%	303

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

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

Destiny Wealth Partners sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 220 shares — an estimated $56.7K sold.

Destiny Wealth Partners first reported a position in VOT in Q4 2021 and held it in 5 quarters. The position peaked at $4.86M in Q2 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Destiny Wealth Partners reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Destiny Wealth Partners sold 220 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $56.7K.
Destiny Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and held it in 5 quarters.
Destiny Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.86M in Q2 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Destiny Wealth Partners's 13F filing for Q2 2026, filed 7 Aug 2026.