EWA
VOT icon

ERTS Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

ERTS Wealth Advisors’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 		$15.1M Sell
49,278
-287
-0.6% -$82.8K 4.42% 10
2026
Q1 		$12.8M Sell
49,565
-9,557
-16% -$2.62M 4.06% 10
2025
Q4 		$16.5M Buy
59,122
+1,208
+2% +$346K 5.18% 9
2025
Q3 		$17M Sell
57,914
-3
-0% -$865 5.5% 8
2025
Q2 		$16.5M Sell
57,917
-49,128
-46% -$12.7M 5.68% 7
2025
Q1 		$26.2M Sell
107,045
-3,171
-3% -$825K 5.09% 8
2024
Q4 		$28M Sell
110,216
-2,063
-2% -$531K 5.28% 8
2024
Q3 		$27.3M Buy
112,279
+3,581
+3% +$834K 5.12% 8
2024
Q2 		$25M Buy
108,698
+1,242
+1% +$285K 5.02% 8
2024
Q1 		$25.3M Buy
107,456
+25
+0% +$5.6K 5.17% 7
2023
Q4 		$23.6M Buy
107,431
+3,634
+4% +$727K 5.09% 7
2023
Q3 		$20.2M Buy
103,797
+94
+0.1% +$19.2K 4.87% 7
2023
Q2 		$21.3M Buy
103,703
+1,416
+1% +$274K 4.97% 8
2023
Q1 		$19.9M Buy
102,287
+754
+0.7% +$144K 4.83% 8
2022
Q4 		$18.3M Buy
101,533
+3,155
+3% +$572K 4.73% 9
2022
Q3 		$16.8M Buy
98,378
+1,202
+1% +$228K 4.71% 9
2022
Q2 		$17M Buy
97,176
+4,313
+5% +$835K 4.84% 8
2022
Q1 		$20.7M Buy
92,863
+7,306
+9% +$1.61M 5.79% 6
2021
Q4 		$21.9M Buy
85,557
+2,298
+3% +$579K 5.22% 5
2021
Q3 		$19.7M Sell
83,259
-816
-1% -$198K 5.16% 5
2021
Q2 		$19.9M Sell
84,075
-17,548
-17% -$3.94M 5.38% 6
2021
Q1 		$21.8M Buy
101,623
+6,671
+7% +$1.45M 6.46% 6
2020
Q4 		$20.1M Buy
94,952
+22,314
+31% +$4.39M 6.54% 6
2020
Q3 		$13.1M Buy
72,638
+691
+1% +$122K 4.92% 7
2020
Q2 		$11.9M Buy
71,947
+7,210
+11% +$1.09M 4.8% 7
2020
Q1 		$8.2M Buy
+64,737
New +$9.83M 3.97% 9

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

ERTS Wealth Advisors's VOT Position: Q2 2026 in Review

ERTS Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.58% in Q2 2026, selling an estimated $82.8K and leaving 49,278 shares worth $15.1M. The position accounts for 4.42% of the portfolio, ranked #10.

ERTS Wealth Advisors first reported a position in VOT in Q1 2020 and has held it in 26 quarters since. The position peaked at $28M in Q4 2024. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • ERTS Wealth Advisors held 49,278 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $15.1M as of Q2 2026.
  • ERTS Wealth Advisors sold 287 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $82.8K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 4.42% of ERTS Wealth Advisors's portfolio in Q2 2026, its #10 holding.
  • ERTS Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • ERTS Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $28M in Q4 2024.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on ERTS Wealth Advisors's 13F filing for Q2 2026, filed 6 Aug 2026.