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FAS Wealth Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

FAS Wealth Partners’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 		$2.05M Sell
6,677
-107
-2% -$30.9K 0.11% 141
2026
Q1 		$1.75M Buy
6,784
+84
+1% +$23.1K 0.11% 141
2025
Q4 		$1.87M Sell
6,700
-239
-3% -$68.4K 0.12% 132
2025
Q3 		$2.04M Sell
6,939
-41
-0.6% -$11.8K 0.14% 125
2025
Q2 		$1.98M Sell
6,980
-36
-0.5% -$9.28K 0.15% 120
2025
Q1 		$1.72M Sell
7,016
-302
-4% -$78.5K 0.14% 120
2024
Q4 		$1.86M Sell
7,318
-139
-2% -$35.8K 0.16% 115
2024
Q3 		$1.82M Sell
7,457
-35
-0.5% -$8.15K 0.14% 121
2024
Q2 		$1.72M Sell
7,492
-2,350
-24% -$539K 0.15% 118
2024
Q1 		$2.32M Sell
9,842
-739
-7% -$166K 0.21% 104
2023
Q4 		$2.32M Sell
10,581
-435
-4% -$87K 0.22% 98
2023
Q3 		$2.15M Buy
11,016
+52
+0.5% +$10.6K 0.23% 93
2023
Q2 		$2.26M Sell
10,964
-1,718
-14% -$333K 0.29% 80
2023
Q1 		$2.47M Sell
12,682
-51
-0.4% -$9.76K 0.27% 79
2022
Q4 		$2.29M Sell
12,733
-296
-2% -$53.6K 0.26% 88
2022
Q3 		$2.22M Buy
13,029
+11
+0.1% +$2.08K 0.25% 69
2022
Q2 		$2.28M Sell
13,018
-42
-0.3% -$8.13K 0.24% 68
2022
Q1 		$2.91M Sell
13,060
-1,080
-8% -$238K 0.27% 57
2021
Q4 		$3.6M Sell
14,140
-243
-2% -$61.3K 0.33% 49
2021
Q3 		$3.4M Buy
14,383
+18
+0.1% +$4.36K 0.32% 52
2021
Q2 		$3.4M Buy
14,365
+137
+1% +$30.7K 0.32% 51
2021
Q1 		$3.05M Buy
14,228
+168
+1% +$36.4K 0.32% 53
2020
Q4 		$2.98M Buy
14,060
+23
+0.2% +$4.53K 0.34% 57
2020
Q3 		$2.53M Sell
14,037
-94
-0.7% -$16.6K 0.35% 56
2020
Q2 		$2.33M Sell
14,131
-1,168
-8% -$177K 0.34% 58
2020
Q1 		$1.94M Buy
15,299
+10,811
+241% +$1.64M 0.34% 57
2019
Q4 		$713K Sell
4,488
-36
-0.8% -$5.49K 0.12% 118
2019
Q3 		$670K Sell
4,524
-284
-6% -$42.5K 0.12% 116
2019
Q2 		$718K Buy
4,808
+39
+0.8% +$5.69K 0.13% 111
2019
Q1 		$681K Buy
4,769
+143
+3% +$19.2K 0.13% 110
2018
Q4 		$554K Buy
+4,626
New +$594K 0.13% 115

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

FAS Wealth Partners's VOT Position: Q2 2026 in Review

FAS Wealth Partners reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.6% in Q2 2026, selling an estimated $30.9K and leaving 6,677 shares worth $2.05M. The position accounts for 0.11% of the portfolio, ranked #141.

FAS Wealth Partners first reported a position in VOT in Q4 2018 and has held it in 31 quarters since. The position peaked at $3.6M in Q4 2021. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • FAS Wealth Partners held 6,677 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.05M as of Q2 2026.
  • FAS Wealth Partners sold 107 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $30.9K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of FAS Wealth Partners's portfolio in Q2 2026, its #141 holding.
  • FAS Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • FAS Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.6M in Q4 2021.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on FAS Wealth Partners's 13F filing for Q2 2026, filed 29 Jul 2026.