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EWA LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

EWA LLC’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 		$638K Sell
2,084
-19
-0.9% -$5.48K 0.12% 107
2026
Q1 		$541K Sell
2,103
-1
-0% -$274 0.12% 94
2025
Q4 		$587K Hold
2,104
– – 0.14% 84
2025
Q3 		$618K Buy
2,104
+4
+0.2% +$1.15K 0.17% 66
2025
Q2 		$597K Sell
2,100
-84
-4% -$21.7K 0.19% 66
2025
Q1 		$534K Sell
2,184
-19
-0.9% -$4.94K 0.2% 56
2024
Q4 		$559K Buy
2,203
+99
+5% +$25.5K 0.21% 53
2024
Q3 		$546K Buy
2,104
+3
+0.1% +$699 0.2% 54
2024
Q2 		$493K Hold
2,101
– – 0.2% 52
2024
Q1 		$484K Buy
2,101
+4
+0.2% +$896 0.22% 48
2023
Q4 		$462K Buy
2,097
+5
+0.2% +$1K 0.23% 41
2023
Q3 		$404K Buy
2,092
+3
+0.1% +$612 0.26% 40
2023
Q2 		$430K Sell
2,089
-71
-3% -$13.8K 0.29% 34
2023
Q1 		$409K Buy
+2,160
New +$414K 0.3% 36

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

EWA LLC's VOT Position: Q2 2026 in Review

EWA LLC reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.9% in Q2 2026, selling an estimated $5.48K and leaving 2,084 shares worth $638K. The position accounts for 0.12% of the portfolio, ranked #107.

EWA LLC first reported a position in VOT in Q1 2023 and has held it in 14 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • EWA LLC held 2,084 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $638K as of Q2 2026.
  • EWA LLC sold 19 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.48K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.12% of EWA LLC's portfolio in Q2 2026, its #107 holding.
  • EWA LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on EWA LLC's 13F filing for Q2 2026, filed 14 Jul 2026.