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Evolve Private Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Evolve Private Wealth’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 		– Sell
-818
Closed -$210K – 1235
2026
Q1 		$210K Buy
818
+10
+1% +$2.74K 0.01% 920
2025
Q4 		$226K Buy
+808
New +$231K 0.01% 831

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

Evolve Private Wealth's VOT Position: Q2 2026 in Review

Evolve Private Wealth sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 818 shares — an estimated $210K sold.

Evolve Private Wealth first reported a position in VOT in Q4 2025 and held it in 2 quarters. The position peaked at $226K in Q4 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Evolve Private Wealth reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
  • Evolve Private Wealth sold 818 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $210K.
  • Evolve Private Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and held it in 2 quarters.
  • Evolve Private Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $226K in Q4 2025.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Evolve Private Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.