Dopkins Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Dopkins Wealth Management’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	$344K	Hold	1,123	–	–	0.13%	66
2026 Q1	$289K	Buy	1,123 +239	+27%	+$65.6K	0.12%	73
2025 Q4	$247K	Hold	884	–	–	0.1%	74
2025 Q3	$260K	Hold	884	–	–	0.11%	71
2025 Q2	$251K	Hold	884	–	–	0.11%	70
2025 Q1	$216K	Buy	884 +21	+2%	+$5.46K	0.11%	76
2024 Q4	$219K	Buy	+863	New	+$222K	0.11%	77
2024 Q2	–	Sell	-856	Closed	-$202K	–	86
2024 Q1	$202K	Buy	+856	New	+$192K	0.12%	81
2023 Q4	–	Sell	-1,066	Closed	-$208K	–	57
2023 Q3	$208K	Buy	+1,066	New	+$218K	0.16%	53

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

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

Dopkins Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,123 shares worth $344K. The position accounts for 0.13% of the portfolio, ranked #66.

Dopkins Wealth Management first reported a position in VOT in Q3 2023 and has held it in 9 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Dopkins Wealth Management held 1,123 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $344K as of Q2 2026.
Dopkins Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.13% of Dopkins Wealth Management's portfolio in Q2 2026, its #66 holding.
Dopkins Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 9 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Dopkins Wealth Management's 13F filing for Q2 2026, filed 14 Jul 2026.