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

Graetz 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 		$457K Sell
1,492
-924
-38% -$267K 0.36% 44
2026
Q1 		$622K Sell
2,416
-2,699
-53% -$741K 0.56% 37
2025
Q4 		$1.43M Buy
+5,115
New +$1.46M 1.3% 25

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

Graetz Wealth's VOT Position: Q2 2026 in Review

Graetz Wealth reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 38% in Q2 2026, selling an estimated $267K and leaving 1,492 shares worth $457K. The position accounts for 0.36% of the portfolio, ranked #44.

Graetz Wealth first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. The position peaked at $1.43M in Q4 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Graetz Wealth held 1,492 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $457K as of Q2 2026.
  • Graetz Wealth sold 924 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $267K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.36% of Graetz Wealth's portfolio in Q2 2026, its #44 holding.
  • Graetz Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • Graetz Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.43M in Q4 2025.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Graetz Wealth's 13F filing for Q2 2026, filed 13 Aug 2026.