Envestnet Portfolio Solutions’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Envestnet Portfolio Solutions’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	$937K	Buy	3,060 +1,678	+121%	+$484K	﹤0.01%	743
2026 Q1	$356K	Sell	1,382 -2,675	-66%	-$734K	﹤0.01%	1040
2025 Q4	$1.13M	Buy	4,057 +503	+14%	+$144K	﹤0.01%	714
2025 Q3	$1.04M	Sell	3,554 -65	-2%	-$18.8K	﹤0.01%	722
2025 Q2	$1.03M	Sell	3,619 -167	-4%	-$43.1K	﹤0.01%	779
2025 Q1	$926K	Sell	3,786 -1,523	-29%	-$396K	﹤0.01%	822
2024 Q4	$1.35M	Sell	5,309 -781	-13%	-$201K	﹤0.01%	806
2024 Q3	$1.48M	Sell	6,090 -3,314	-35%	-$772K	﹤0.01%	768
2024 Q2	$2.16M	Buy	9,404 +1,735	+23%	+$398K	0.01%	613
2024 Q1	$1.81M	Sell	7,669 -1,297	-14%	-$291K	0.01%	666
2023 Q4	$1.97M	Buy	8,966 +332	+4%	+$66.4K	0.01%	601
2023 Q3	$1.68M	Buy	+8,634	New	+$1.76M	0.01%	596

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

Envestnet Portfolio Solutions's VOT Position: Q2 2026 in Review

Envestnet Portfolio Solutions increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 121% in Q2 2026, buying an estimated $484K and bringing the position to 3,060 shares worth $937K. The position accounts for ﹤0.01% of the portfolio, ranked #743.

Envestnet Portfolio Solutions first reported a position in VOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $2.16M in Q2 2024. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Envestnet Portfolio Solutions held 3,060 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $937K as of Q2 2026.
Envestnet Portfolio Solutions bought 1,678 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $484K.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Envestnet Portfolio Solutions's portfolio in Q2 2026, its #743 holding.
Envestnet Portfolio Solutions first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Envestnet Portfolio Solutions's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.16M in Q2 2024.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Envestnet Portfolio Solutions's 13F filing for Q2 2026, filed 20 Jul 2026.