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

EPG Wealth Management’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	$36.5K	Hold	119	–	–	0.01%	238
2026 Q1	$30.6K	Hold	119	–	–	0.01%	244
2025 Q4	$33.2K	Sell	119 -8	-6%	-$2.29K	0.01%	239
2025 Q3	$37.3K	Hold	127	–	–	0.01%	240
2025 Q2	$36.1K	Hold	127	–	–	0.01%	236
2025 Q1	$31.1K	Hold	127	–	–	0.01%	319
2024 Q4	$32.2K	Hold	127	–	–	0.01%	324
2024 Q3	$30.9K	Buy	+127	New	+$29.6K	0.01%	330
2024 Q2	–	Sell	-190	Closed	-$43.6K	–	328
2024 Q1	$44.9K	Sell	190 -70	-27%	-$15.7K	0.01%	322
2023 Q4	$57.5K	Hold	260	–	–	0.02%	299
2023 Q3	$50.7K	Hold	260	–	–	0.02%	297
2023 Q2	$53.5K	Hold	260	–	–	0.02%	290
2023 Q1	$50.7K	Buy	260 +8	+3%	+$1.53K	0.02%	295
2022 Q4	$45.3K	Hold	252	–	–	0.02%	269
2022 Q3	$43K	Buy	+252	New	+$47.7K	0.02%	265
2022 Q2	–	Sell	-251	Closed	-$56K	–	396
2022 Q1	$56K	Hold	251	–	–	0.02%	287
2021 Q4	$64K	Sell	251 -5	-2%	-$1.26K	0.02%	279
2021 Q3	$61K	Buy	+256	New	+$62K	0.02%	263
2020 Q2	–	Sell	-291	Closed	-$37K	–	757
2020 Q1	$37K	Hold	291	–	–	0.03%	324
2019 Q4	$46K	Buy	+291	New	+$44.4K	0.03%	247

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

EPG Wealth Management's VOT Position: Q2 2026 in Review

EPG Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 119 shares worth $36.5K. The position accounts for 0.01% of the portfolio, ranked #238.

EPG Wealth Management first reported a position in VOT in Q4 2019 and has held it in 20 quarters since. The position peaked at $64K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

EPG Wealth Management held 119 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $36.5K as of Q2 2026.
EPG Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of EPG Wealth Management's portfolio in Q2 2026, its #238 holding.
EPG Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 20 quarters since.
EPG Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $64K in Q4 2021.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on EPG Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.