Genesis Private Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Genesis Private Wealth’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	$6.96M	Buy	22,714 +797	+4%	+$230K	1.96%	15
2026 Q1	$5.64M	Sell	21,917 -50	-0.2%	-$13.7K	1.78%	19
2025 Q4	$6.13M	Buy	21,967 +659	+3%	+$189K	1.9%	16
2025 Q3	$6.26M	Buy	21,308 +152	+0.7%	+$43.9K	2.63%	11
2025 Q2	$6.02M	Buy	21,156 +229	+1%	+$59K	2.83%	10
2025 Q1	$5.12M	Buy	20,927 +1,018	+5%	+$265K	2.72%	11
2024 Q4	$5.05M	Buy	+19,909	New	+$5.12M	2.78%	11

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

Genesis Private Wealth's VOT Position: Q2 2026 in Review

Genesis Private Wealth increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.6% in Q2 2026, buying an estimated $230K and bringing the position to 22,714 shares worth $6.96M. The position accounts for 1.96% of the portfolio, ranked #15.

Genesis Private Wealth first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Genesis Private Wealth held 22,714 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $6.96M as of Q2 2026.
Genesis Private Wealth bought 797 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $230K.
Vanguard Morningstar Mid-Cap Growth ETF made up 1.96% of Genesis Private Wealth's portfolio in Q2 2026, its #15 holding.
Genesis Private Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.