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

Exencial 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 Q1	$226K	Hold	878	–	–	0.01%	535
2025 Q4	$245K	Buy	878 +38	+5%	+$10.9K	0.01%	503
2025 Q3	$247K	Sell	840 -704	-46%	-$203K	0.01%	480
2025 Q2	$439K	Buy	1,544 +4	+0.3%	+$1.03K	0.02%	383
2025 Q1	$377K	Buy	1,540 +19	+1%	+$4.94K	0.01%	398
2024 Q4	$386K	Sell	1,521 -15	-1%	-$3.86K	0.01%	398
2024 Q3	$374K	Hold	1,536	–	–	0.01%	405
2024 Q2	$353K	Buy	1,536 +367	+31%	+$84.2K	0.01%	407
2024 Q1	$276K	Buy	+1,169	New	+$262K	0.01%	444

Other funds holding VOT

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $26.2B AUM

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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Exencial Wealth Advisors's VOT Position: Q1 2026 in Review

Exencial Wealth Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 878 shares worth $226K. The position accounts for 0.01% of the portfolio, ranked #535.

Exencial Wealth Advisors first reported a position in VOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $439K in Q2 2025. 1,058 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Exencial Wealth Advisors held 878 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $226K as of Q1 2026.
Exencial Wealth Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Exencial Wealth Advisors's portfolio in Q1 2026, its #535 holding.
Exencial Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
Exencial Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $439K in Q2 2025.
1,058 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Exencial Wealth Advisors's 13F filing for Q1 2026, filed 28 Apr 2026.