Financial Gravity Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Financial Gravity Asset 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 Q1	$43.9K	Hold	170	–	–	0.01%	319
2025 Q4	$47.6K	Hold	170	–	–	0.01%	257
2025 Q3	$50K	Buy	+170	New	+$49K	0.01%	300
2025 Q1	$67.8K	Buy	+277	New	+$72K	0.01%	265
2024 Q2	$63.6K	Sell	277 -926	-77%	-$212K	0.02%	235
2024 Q1	$273K	Buy	1,203 +518	+76%	+$116K	0.04%	162
2023 Q4	$150K	Buy	+685	New	+$137K	﹤0.01%	514
2022 Q1	–	Sell	-129	Closed	-$27	–	1020
2021 Q4	$27	Sell	129 -10	-7%	-$2.52K	﹤0.01%	794
2021 Q3	$32K	Hold	139	–	–	0.02%	695
2021 Q2	$33K	Buy	139 +7	+5%	+$1.57K	0.01%	689
2021 Q1	$28	Hold	132	–	–	﹤0.01%	627
2020 Q4	$28K	Buy	+132	New	+$26K	0.03%	115
2020 Q2	$22K	Hold	132	–	–	6.75%	3
2020 Q1	$16	Sell	132 -7	-5%	-$1.06K	﹤0.01%	1021
2019 Q4	$22K	Sell	139 -4	-3%	-$610	0.02%	983
2019 Q3	$21K	Hold	143	–	–	0.02%	444
2019 Q2	$21K	Hold	143	–	–	0.02%	475
2019 Q1	$21K	Buy	+143	New	+$19.2K	0.02%	438
2018 Q3	$18K	Buy	+143	New	+$20K	0.02%	488

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

Financial Gravity Asset Management's VOT Position: Q1 2026 in Review

Financial Gravity Asset Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 170 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #319.

Financial Gravity Asset Management first reported a position in VOT in Q3 2018 and has held it in 19 quarters since. The position peaked at $273K in Q1 2024. 1,058 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Financial Gravity Asset Management held 170 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $43.9K as of Q1 2026.
Financial Gravity Asset Management 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 Financial Gravity Asset Management's portfolio in Q1 2026, its #319 holding.
Financial Gravity Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2018 and has held it in 19 quarters since.
Financial Gravity Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $273K in Q1 2024.
1,058 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Financial Gravity Asset Management's 13F filing for Q1 2026, filed 8 May 2026.