GC Wealth Management RIA’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$2.57M Sell
8,380
-395
-5% -$114K 0.15% 127
2026
Q1
$2.26M Buy
8,775
+293
+3% +$80.4K 0.09% 149
2025
Q4
$2.37M Sell
8,482
-90
-1% -$25.8K 0.09% 146
2025
Q3
$2.52M Sell
8,572
-392
-4% -$113K 0.08% 182
2025
Q2
$2.55M Sell
8,964
-166
-2% -$42.8K 0.21% 108
2025
Q1
$2.23M Buy
9,130
+479
+6% +$125K 0.41% 64
2024
Q4
$2.2M Buy
8,651
+60
+0.7% +$15.4K 0.39% 61
2024
Q3
$2.09M Buy
8,591
+758
+10% +$177K 0.37% 62
2024
Q2
$1.8M Buy
7,833
+16
+0.2% +$3.67K 0.36% 59
2024
Q1
$1.84M Buy
+7,817
New +$1.75M 0.37% 59

Other funds holding VOT

GC Wealth Management RIA's VOT Position: Q2 2026 in Review

GC Wealth Management RIA reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.5% in Q2 2026, selling an estimated $114K and leaving 8,380 shares worth $2.57M. The position accounts for 0.15% of the portfolio, ranked #127.

GC Wealth Management RIA 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.

  • GC Wealth Management RIA held 8,380 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.57M as of Q2 2026.
  • GC Wealth Management RIA sold 395 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $114K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.15% of GC Wealth Management RIA's portfolio in Q2 2026, its #127 holding.
  • GC Wealth Management RIA 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 GC Wealth Management RIA's 13F filing for Q2 2026, filed 16 Jul 2026.