Garden State Investment Advisory Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Garden State Investment Advisory Services’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	$302K	Buy	987 +1	+0.1%	+$288	0.05%	247
2026 Q1	$254K	Buy	986 +5	+0.5%	+$1.37K	0.06%	257
2025 Q4	$274K	Hold	981	–	–	0.06%	248
2025 Q3	$288K	Hold	981	–	–	0.06%	230
2025 Q2	$279K	Buy	+981	New	+$253K	0.07%	231

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

Garden State Investment Advisory Services's VOT Position: Q2 2026 in Review

Garden State Investment Advisory Services increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.1% in Q2 2026, buying an estimated $288 and bringing the position to 987 shares worth $302K. The position accounts for 0.05% of the portfolio, ranked #247.

Garden State Investment Advisory Services first reported a position in VOT in Q2 2025 and has held it in 5 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Garden State Investment Advisory Services held 987 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $302K as of Q2 2026.
Garden State Investment Advisory Services bought 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $288.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Garden State Investment Advisory Services's portfolio in Q2 2026, its #247 holding.
Garden State Investment Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Garden State Investment Advisory Services's 13F filing for Q2 2026, filed 11 Aug 2026.