Golden State Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Golden State Wealth 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	$8.6K	Hold	28	–	–	﹤0.01%	1145
2026 Q1	$7.21K	Hold	28	–	–	﹤0.01%	1149
2025 Q4	$7.83K	Hold	28	–	–	﹤0.01%	1165
2025 Q3	$8.23K	Sell	28 -20	-42%	-$5.77K	﹤0.01%	1149
2025 Q2	$13.7K	Hold	48	–	–	﹤0.01%	987
2025 Q1	$11.7K	Sell	48 -75	-61%	-$19.5K	﹤0.01%	955
2024 Q4	$31.2K	Buy	+123	New	+$31.7K	﹤0.01%	666
2020 Q2	–	Sell	-9	Closed	-$1K	–	895
2020 Q1	$1K	Buy	+9	New	+$1.37K	﹤0.01%	947
2019 Q2	–	Sell	-83	Closed	-$12K	–	1159
2019 Q1	$12K	Buy	+83	New	+$11.2K	﹤0.01%	746

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

Golden State Wealth Management's VOT Position: Q2 2026 in Review

Golden State Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 28 shares worth $8.6K. The position accounts for ﹤0.01% of the portfolio, ranked #1145.

Golden State Wealth Management first reported a position in VOT in Q1 2019 and has held it in 9 quarters since. The position peaked at $31.2K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Golden State Wealth Management held 28 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $8.6K as of Q2 2026.
Golden State Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Golden State Wealth Management's portfolio in Q2 2026, its #1145 holding.
Golden State Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2019 and has held it in 9 quarters since.
Golden State Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $31.2K in Q4 2024.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Golden State Wealth Management's 13F filing for Q2 2026, filed 22 Jul 2026.