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

Elevation 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	$189K	Hold	615	–	–	0.06%	143
2026 Q1	$158K	Hold	615	–	–	0.06%	130
2025 Q4	$172K	Hold	615	–	–	0.06%	125
2025 Q3	$181K	Hold	615	–	–	0.07%	122
2025 Q2	$175K	Hold	615	–	–	0.07%	120
2025 Q1	$151K	Hold	615	–	–	0.07%	127
2024 Q4	$156K	Hold	615	–	–	0.07%	128
2024 Q3	$150K	Hold	615	–	–	0.06%	134
2024 Q2	$141K	Hold	615	–	–	0.07%	137
2024 Q1	$145K	Hold	615	–	–	0.07%	130
2023 Q4	$120K	Hold	615	–	–	0.07%	135
2023 Q3	$120K	Hold	615	–	–	0.1%	81
2023 Q2	$127K	Hold	615	–	–	0.11%	83
2023 Q1	$120K	Buy	+615	New	+$118K	0.11%	88

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

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

Elevation Wealth Partners held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 615 shares worth $189K. The position accounts for 0.06% of the portfolio, ranked #143.

Elevation Wealth Partners first reported a position in VOT in Q1 2023 and has held it in 14 quarters since. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Elevation Wealth Partners held 615 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $189K as of Q2 2026.
Elevation Wealth Partners left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Elevation Wealth Partners's portfolio in Q2 2026, its #143 holding.
Elevation Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.