Diversify Wealth Management’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
+14
+1% +$4.04K 0.01% 922
2026
Q1
$395K Buy
+1,423
New +$391K 0.01% 873
2025
Q4
Sell
-693
Closed -$202K 635
2025
Q3
$202K Sell
693
-40
-5% -$11.5K 0.01% 516
2025
Q2
$210K Buy
+733
New +$189K 0.01% 513

Other funds holding VOT

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

Diversify Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.98% in Q2 2026, buying an estimated $4.04K and bringing the position to 1,437 shares worth $424K. The position accounts for 0.01% of the portfolio, ranked #922.

Diversify Wealth Management first reported a position in VOT in Q2 2025 and has held it in 4 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Diversify Wealth Management held 1,437 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $424K as of Q2 2026.
  • Diversify Wealth Management bought 14 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.04K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Diversify Wealth Management's portfolio in Q2 2026, its #922 holding.
  • Diversify Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Diversify Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.