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

Founders Grove 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	$3.78M	Buy	12,325 +391	+3%	+$113K	0.75%	31
2026 Q1	$3.07M	Buy	11,934 +401	+3%	+$110K	0.7%	36
2025 Q4	$3.22M	Buy	11,533 +40	+0.3%	+$11.4K	0.72%	34
2025 Q3	$3.38M	Sell	11,493 -480	-4%	-$138K	0.79%	32
2025 Q2	$3.41M	Buy	11,973 +858	+8%	+$221K	0.85%	30
2025 Q1	$2.72M	Buy	11,115 +807	+8%	+$210K	0.76%	35
2024 Q4	$2.62M	Buy	+10,308	New	+$2.65M	0.76%	36

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

Founders Grove Wealth Partners's VOT Position: Q2 2026 in Review

Founders Grove Wealth Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.3% in Q2 2026, buying an estimated $113K and bringing the position to 12,325 shares worth $3.78M. The position accounts for 0.75% of the portfolio, ranked #31.

Founders Grove Wealth Partners 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.

Founders Grove Wealth Partners held 12,325 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.78M as of Q2 2026.
Founders Grove Wealth Partners bought 391 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $113K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.75% of Founders Grove Wealth Partners's portfolio in Q2 2026, its #31 holding.
Founders Grove Wealth Partners 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 Founders Grove Wealth Partners's 13F filing for Q2 2026, filed 22 Jul 2026.