Focus Partners Advisor Solutions’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Focus Partners Advisor Solutions’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	$4.17M	Buy	13,623 +1,219	+10%	+$352K	0.04%	224
2026 Q1	$3.19M	Buy	12,404 +12	+0.1%	+$3.29K	0.03%	258
2025 Q4	$3.46M	Buy	12,392 +1,828	+17%	+$523K	0.04%	208
2025 Q3	$3.1M	Buy	10,564 +124	+1%	+$35.8K	0.04%	252
2025 Q2	$2.97M	Buy	10,440 +198	+2%	+$51.1K	0.04%	210
2025 Q1	$2.51M	Buy	10,242 +104	+1%	+$27K	0.04%	225
2024 Q4	$2.57M	Buy	10,138 +6,771	+201%	+$1.74M	0.04%	194
2024 Q3	$820K	Buy	3,367 +140	+4%	+$32.6K	0.02%	325
2024 Q2	$741K	Buy	3,227 +42	+1%	+$9.63K	0.02%	295
2024 Q1	$751K	Buy	+3,185	New	+$714K	0.02%	283

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

Focus Partners Advisor Solutions's VOT Position: Q2 2026 in Review

Focus Partners Advisor Solutions increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 9.8% in Q2 2026, buying an estimated $352K and bringing the position to 13,623 shares worth $4.17M. The position accounts for 0.04% of the portfolio, ranked #224.

Focus Partners Advisor Solutions first reported a position in VOT in Q1 2024 and has held it in 10 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Focus Partners Advisor Solutions held 13,623 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.17M as of Q2 2026.
Focus Partners Advisor Solutions bought 1,219 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $352K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Focus Partners Advisor Solutions's portfolio in Q2 2026, its #224 holding.
Focus Partners Advisor Solutions first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Focus Partners Advisor Solutions's 13F filing for Q2 2026, filed 6 Aug 2026.