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

EverSource 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 		$1.11M Sell
3,614
-3,295
-48% -$950K 0.04% 332
2026
Q1 		$1.78M Buy
6,909
+3,293
+91% +$904K 0.05% 238
2025
Q4 		$1.01M Sell
3,616
-791
-18% -$226K 0.04% 342
2025
Q3 		$1.29M Sell
4,407
-931
-17% -$269K 0.05% 257
2025
Q2 		$1.52M Sell
5,338
-305
-5% -$78.6K 0.07% 202
2025
Q1 		$1.38M Sell
5,643
-183
-3% -$47.6K 0.08% 196
2024
Q4 		$1.48M Sell
5,826
-299
-5% -$77K 0.08% 190
2024
Q3 		$1.49M Sell
6,125
-18
-0.3% -$4.19K 0.09% 166
2024
Q2 		$1.43M Buy
6,143
+201
+3% +$46.1K 0.1% 166
2024
Q1 		$1.33M Sell
5,942
-22
-0.4% -$4.93K 0.1% 154
2023
Q4 		$1.31M Sell
5,964
-136
-2% -$27.2K 0.12% 148
2023
Q3 		$1.19M Sell
6,100
-146
-2% -$29.8K 0.13% 143
2023
Q2 		$1.29M Sell
6,246
-65
-1% -$12.6K 0.14% 134
2023
Q1 		$1.23M Buy
6,311
+191
+3% +$36.6K 0.15% 122
2022
Q4 		$1.1M Buy
6,120
+235
+4% +$42.6K 0.17% 111
2022
Q3 		$1M Sell
5,885
-19
-0.3% -$3.6K 0.23% 80
2022
Q2 		$1.03M Buy
5,904
+30
+0.5% +$5.81K 0.27% 71
2022
Q1 		$1.31M Sell
5,874
-769
-12% -$170K 0.33% 53
2021
Q4 		$1.69M Buy
+6,643
New +$1.67M 0.47% 42

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

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

EverSource Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 48% in Q2 2026, selling an estimated $950K and leaving 3,614 shares worth $1.11M. The position accounts for 0.04% of the portfolio, ranked #332.

EverSource Wealth Advisors first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $1.78M in Q1 2026. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • EverSource Wealth Advisors held 3,614 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.11M as of Q2 2026.
  • EverSource Wealth Advisors sold 3,295 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $950K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of EverSource Wealth Advisors's portfolio in Q2 2026, its #332 holding.
  • EverSource Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • EverSource Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.78M in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on EverSource Wealth Advisors's 13F filing for Q2 2026, filed 24 Jul 2026.