Envision Financial Planning’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Envision Financial Planning’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	$1.95M	Buy	6,351 +1	+0%	+$288	0.63%	25
2026 Q1	$1.63M	Buy	6,350 +2	+0%	+$549	0.59%	25
2025 Q4	$1.77M	Buy	6,348 +5	+0.1%	+$1.43K	0.67%	23
2025 Q3	$1.86M	Sell	6,343 -11	-0.2%	-$3.17K	0.79%	24
2025 Q2	$1.81M	Sell	6,354 -1	-0%	-$258	0.85%	22
2025 Q1	$1.55M	Sell	6,355 -370	-6%	-$96.2K	0.79%	23
2024 Q4	$1.71M	Sell	6,725 -10	-0.1%	-$2.57K	0.88%	22
2024 Q3	$1.64M	Sell	6,735 -11	-0.2%	-$2.56K	0.86%	22
2024 Q2	$1.55M	Sell	6,746 -59	-0.9%	-$13.5K	1.18%	19
2024 Q1	$1.6M	Sell	6,805 -1,042	-13%	-$233K	1.3%	19
2023 Q4	$1.72M	Buy	7,847 +47	+0.6%	+$9.4K	1.51%	18
2023 Q3	$1.52M	Buy	+7,800	New	+$1.59M	1.5%	18

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

Envision Financial Planning's VOT Position: Q2 2026 in Review

Envision Financial Planning increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.02% in Q2 2026, buying an estimated $288 and bringing the position to 6,351 shares worth $1.95M. The position accounts for 0.63% of the portfolio, ranked #25.

Envision Financial Planning first reported a position in VOT in Q3 2023 and has held it in 12 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Envision Financial Planning held 6,351 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.95M as of Q2 2026.
Envision Financial Planning bought 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $288.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.63% of Envision Financial Planning's portfolio in Q2 2026, its #25 holding.
Envision Financial Planning first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Envision Financial Planning's 13F filing for Q2 2026, filed 14 Aug 2026.