Empower Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Empower Advisory Group’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	$358K	Sell	1,170 -5	-0.4%	-$1.44K	﹤0.01%	401
2026 Q1	$302K	Sell	1,175 -908	-44%	-$249K	﹤0.01%	411
2025 Q4	$581K	Buy	2,083 +843	+68%	+$241K	﹤0.01%	314
2025 Q3	$364K	Sell	1,240 -320	-21%	-$92.3K	﹤0.01%	390
2025 Q2	$444K	Buy	1,560 +158	+11%	+$40.7K	﹤0.01%	340
2025 Q1	$343K	Sell	1,402 -91	-6%	-$23.7K	﹤0.01%	378
2024 Q4	$379K	Sell	1,493 -86	-5%	-$22.1K	﹤0.01%	361
2024 Q3	$384K	Sell	1,579 -119	-7%	-$27.7K	﹤0.01%	356
2024 Q2	$390K	Sell	1,698 -17	-1%	-$3.9K	﹤0.01%	345
2024 Q1	$404K	Buy	1,715 +13	+0.8%	+$2.91K	﹤0.01%	342
2023 Q4	$374K	Sell	1,702 -37	-2%	-$7.4K	﹤0.01%	345
2023 Q3	$339K	Buy	1,739 +94	+6%	+$19.2K	﹤0.01%	351
2023 Q2	$338K	Sell	1,645 -22	-1%	-$4.26K	﹤0.01%	363
2023 Q1	$324K	Buy	+1,667	New	+$319K	﹤0.01%	369

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

Empower Advisory Group's VOT Position: Q2 2026 in Review

Empower Advisory Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.43% in Q2 2026, selling an estimated $1.44K and leaving 1,170 shares worth $358K. The position accounts for ﹤0.01% of the portfolio, ranked #401.

Empower Advisory Group first reported a position in VOT in Q1 2023 and has held it in 14 quarters since. The position peaked at $581K in Q4 2025. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Empower Advisory Group held 1,170 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $358K as of Q2 2026.
Empower Advisory Group sold 5 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.44K.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Empower Advisory Group's portfolio in Q2 2026, its #401 holding.
Empower Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
Empower Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $581K in Q4 2025.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Empower Advisory Group's 13F filing for Q2 2026, filed 12 Aug 2026.