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

Focus Partners Wealth’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	$11.9M	Sell	38,872 -24,322	-38%	-$7.02M	0.01%	660
2026 Q1	$16.3M	Buy	63,194 +967	+2%	+$265K	0.02%	565
2025 Q4	$17.4M	Buy	62,227 +5,031	+9%	+$1.44M	0.02%	523
2025 Q3	$16.8M	Buy	57,196 +23,917	+72%	+$6.9M	0.03%	432
2025 Q2	$9.46M	Buy	33,279 +2,614	+9%	+$674K	0.02%	513
2025 Q1	$7.5M	Sell	30,665 -236	-0.8%	-$61.4K	0.02%	525
2024 Q4	$7.84M	Buy	30,901 +1,351	+5%	+$348K	0.02%	516
2024 Q3	$7.19M	Sell	29,550 -9,364	-24%	-$2.18M	0.02%	476
2024 Q2	$9.06M	Buy	38,914 +20,355	+110%	+$4.67M	0.03%	398
2024 Q1	$4.38M	Sell	18,559 -1,501	-7%	-$336K	0.04%	344
2023 Q4	$4.41M	Buy	+20,060	New	+$4.01M	0.06%	246

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 Wealth's VOT Position: Q2 2026 in Review

Focus Partners Wealth reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 38% in Q2 2026, selling an estimated $7.02M and leaving 38,872 shares worth $11.9M. The position accounts for 0.01% of the portfolio, ranked #660.

Focus Partners Wealth first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $17.4M in Q4 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Focus Partners Wealth held 38,872 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $11.9M as of Q2 2026.
Focus Partners Wealth sold 24,322 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $7.02M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Focus Partners Wealth's portfolio in Q2 2026, its #660 holding.
Focus Partners Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Focus Partners Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $17.4M in Q4 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Focus Partners Wealth's 13F filing for Q2 2026, filed 12 Aug 2026.