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

Evolution 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	$2.14K	Hold	7	–	–	﹤0.01%	821
2026 Q1	$1.8K	Hold	7	–	–	﹤0.01%	754
2025 Q4	$1.95K	Hold	7	–	–	﹤0.01%	644
2025 Q3	$2.06K	Hold	7	–	–	﹤0.01%	507
2025 Q2	$1.99K	Buy	+7	New	+$1.8K	﹤0.01%	520

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

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

Evolution Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 7 shares worth $2.14K. The position accounts for ﹤0.01% of the portfolio, ranked #821.

Evolution Wealth Management first reported a position in VOT in Q2 2025 and has held it in 5 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Evolution Wealth Management held 7 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.14K as of Q2 2026.
Evolution 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 Evolution Wealth Management's portfolio in Q2 2026, its #821 holding.
Evolution Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Evolution Wealth Management's 13F filing for Q2 2026, filed 21 Jul 2026.