Diversify Advisory Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$424K Buy
+1,437
New +$415K 0.01% 922
2026
Q1
Sell
-882
Closed -$252K 847
2025
Q4
$252K Buy
882
+40
+5% +$11.4K 0.01% 806
2025
Q3
$245K Sell
842
-202
-19% -$58.3K 0.01% 781
2025
Q2
$300K Sell
1,044
-21
-2% -$5.42K 0.01% 682
2025
Q1
$265K Sell
1,065
-233
-18% -$60.6K 0.02% 535
2024
Q4
$333K Sell
1,298
-192
-13% -$49.4K 0.02% 455
2024
Q3
$371K Buy
1,490
+104
+8% +$24.2K 0.02% 446
2024
Q2
$319K Buy
1,386
+257
+23% +$58.9K 0.02% 489
2024
Q1
$265K Buy
+1,129
New +$253K 0.02% 557

Other funds holding VOT

Diversify Advisory Services's VOT Position: Q2 2026 in Review

Diversify Advisory Services opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 1,437 shares worth $424K. The stake represents 0.01% of the portfolio and ranks #922 among its holdings. This is a return to the name: Diversify Advisory Services previously reported a position in VOT as recently as Q4 2025.

Diversify Advisory Services first reported a position in VOT in Q1 2024 and has held it in 9 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Diversify Advisory Services held 1,437 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $424K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Diversify Advisory Services position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Diversify Advisory Services's portfolio in Q2 2026, its #922 holding.
  • Diversify Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Diversify Advisory Services's 13F filing for Q2 2026, filed 10 Aug 2026.