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Generations Wealth LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Generations Wealth LLC’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 		$1.65M Sell
5,385
-1,276
-19% -$368K 1.57% 12
2026
Q1 		$1.71M Buy
6,661
+1,039
+18% +$285K 1.66% 13
2025
Q4 		$1.57M Buy
+5,622
New +$1.61M 1.61% 13

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Generations Wealth LLC's VOT Position: Q2 2026 in Review

Generations Wealth LLC reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 19% in Q2 2026, selling an estimated $368K and leaving 5,385 shares worth $1.65M. The position accounts for 1.57% of the portfolio, ranked #12.

Generations Wealth LLC first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.71M in Q1 2026. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Generations Wealth LLC held 5,385 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.65M as of Q2 2026.
  • Generations Wealth LLC sold 1,276 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $368K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.57% of Generations Wealth LLC's portfolio in Q2 2026, its #12 holding.
  • Generations Wealth LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Generations Wealth LLC's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.71M in Q1 2026.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Generations Wealth LLC's 13F filing for Q2 2026, filed 11 Aug 2026.