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

Gen-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	$173K	Hold	565	–	–	0.05%	255
2026 Q1	$145K	Sell	565 -229	-29%	-$62.8K	0.05%	282
2025 Q4	$222K	Hold	794	–	–	0.07%	248
2025 Q3	$233K	Sell	794 -80	-9%	-$23.1K	0.08%	224
2025 Q2	$249K	Buy	874 +31	+4%	+$7.99K	0.1%	190
2025 Q1	$206K	Sell	843 -8	-0.9%	-$2.08K	0.09%	206
2024 Q4	$216K	Sell	851 -24	-3%	-$6.18K	0.09%	205
2024 Q3	$217K	Sell	875 -18	-2%	-$4.19K	0.09%	211
2024 Q2	$205K	Hold	893	–	–	0.1%	205
2024 Q1	$211K	Buy	+893	New	+$200K	0.1%	198

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

Gen-Wealth Partners's VOT Position: Q2 2026 in Review

Gen-Wealth Partners held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 565 shares worth $173K. The position accounts for 0.05% of the portfolio, ranked #255.

Gen-Wealth Partners first reported a position in VOT in Q1 2024 and has held it in 10 quarters since. The position peaked at $249K in Q2 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Gen-Wealth Partners held 565 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $173K as of Q2 2026.
Gen-Wealth Partners left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Gen-Wealth Partners's portfolio in Q2 2026, its #255 holding.
Gen-Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
Gen-Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $249K in Q2 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Gen-Wealth Partners's 13F filing for Q2 2026, filed 10 Aug 2026.