GEN Financial Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

GEN Financial Management’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	$502K	Hold	1,640	–	–	0.3%	30
2026 Q1	$422K	Hold	1,640	–	–	0.26%	37
2025 Q4	$458K	Hold	1,640	–	–	0.29%	33
2025 Q3	$482K	Hold	1,640	–	–	0.42%	31
2025 Q2	$466K	Sell	1,640 -250	-13%	-$64.5K	0.38%	31
2025 Q1	$462K	Hold	1,890	–	–	0.31%	29
2024 Q4	$480K	Buy	+1,890	New	+$486K	0.31%	34

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

GEN Financial Management's VOT Position: Q2 2026 in Review

GEN Financial Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,640 shares worth $502K. The position accounts for 0.3% of the portfolio, ranked #30.

GEN Financial Management first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

GEN Financial Management held 1,640 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $502K as of Q2 2026.
GEN Financial Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.3% of GEN Financial Management's portfolio in Q2 2026, its #30 holding.
GEN Financial Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on GEN Financial Management's 13F filing for Q2 2026, filed 24 Jul 2026.