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Genesis Financial Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Genesis Financial Group’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
Q1 		$1.5M Buy
5,813
+326
+6% +$89.5K 0.95% 33
2025
Q4 		$1.53M Buy
+5,487
New +$1.57M 0.89% 34

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Genesis Financial Group's VOT Position: Q1 2026 in Review

Genesis Financial Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.9% in Q1 2026, buying an estimated $89.5K and bringing the position to 5,813 shares worth $1.5M. The position accounts for 0.95% of the portfolio, ranked #33.

Genesis Financial Group first reported a position in VOT in Q4 2025 and has held it in 2 quarters since. The position peaked at $1.53M in Q4 2025. 1,055 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Genesis Financial Group held 5,813 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.5M as of Q1 2026.
  • Genesis Financial Group bought 326 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $89.5K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.95% of Genesis Financial Group's portfolio in Q1 2026, its #33 holding.
  • Genesis Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 2 quarters since.
  • Genesis Financial Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.53M in Q4 2025.
  • 1,055 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Genesis Financial Group's 13F filing for Q1 2026, filed 18 May 2026.