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

Flagship 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 Q2	$94.7K	Buy	309 +14	+5%	+$4.04K	0.02%	207
2026 Q1	$83.9K	Sell	295 -7	-2%	-$1.92K	0.04%	154
2025 Q4	$84.4K	Sell	302 -1	-0.3%	-$286	0.02%	179
2025 Q3	$89K	Buy	303 +8	+3%	+$2.31K	0.03%	176
2025 Q2	$83.9K	Hold	295	–	–	0.03%	169
2025 Q1	$72.2K	Hold	295	–	–	0.03%	170
2024 Q4	$74.9K	Buy	+295	New	+$75.9K	0.04%	161

Other funds holding VOT

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

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

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

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

Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Flagship Wealth Advisors's VOT Position: Q2 2026 in Review

Flagship Wealth Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.7% in Q2 2026, buying an estimated $4.04K and bringing the position to 309 shares worth $94.7K. The position accounts for 0.02% of the portfolio, ranked #207.

Flagship Wealth Advisors first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Flagship Wealth Advisors held 309 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $94.7K as of Q2 2026.
Flagship Wealth Advisors bought 14 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $4.04K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Flagship Wealth Advisors's portfolio in Q2 2026, its #207 holding.
Flagship Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Flagship Wealth Advisors's 13F filing for Q2 2026, filed 27 Jul 2026.