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

Element Wealth’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	$276K	Hold	901	–	–	0.1%	175
2026 Q1	$232K	Hold	901	–	–	0.1%	189
2025 Q4	$252K	Hold	901	–	–	0.1%	175
2025 Q3	$265K	Hold	901	–	–	0.12%	156
2025 Q2	$256K	Hold	901	–	–	0.12%	150
2025 Q1	$220K	Hold	901	–	–	0.12%	143
2024 Q4	$229K	Hold	901	–	–	0.12%	132
2024 Q3	$219K	Hold	901	–	–	0.12%	142
2024 Q2	$207K	Hold	901	–	–	0.12%	136
2024 Q1	$212K	Hold	901	–	–	0.12%	132
2023 Q4	$198K	Hold	901	–	–	0.12%	134
2023 Q3	$175K	Hold	901	–	–	0.13%	128
2023 Q2	$185K	Hold	901	–	–	0.13%	128
2023 Q1	$176K	Hold	901	–	–	0.13%	120
2022 Q4	$162K	Buy	+901	New	+$163K	0.13%	117

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

Element Wealth's VOT Position: Q2 2026 in Review

Element Wealth held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 901 shares worth $276K. The position accounts for 0.1% of the portfolio, ranked #175.

Element Wealth first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Element Wealth held 901 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $276K as of Q2 2026.
Element Wealth left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.1% of Element Wealth's portfolio in Q2 2026, its #175 holding.
Element Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Element Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.