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

Greenhouse 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	–	Sell	-3,902	Closed	-$1M	–	60
2026 Q1	$1M	Buy	3,902 +7	+0.2%	+$1.92K	0.62%	22
2025 Q4	$1.09M	Buy	3,895 +1	+0%	+$286	0.64%	20
2025 Q3	$1.14M	Buy	3,894 +6	+0.2%	+$1.73K	0.69%	19
2025 Q2	$1.11M	Hold	3,888	–	–	0.71%	19
2025 Q1	$951K	Sell	3,888 -4	-0.1%	-$1.04K	0.71%	20
2024 Q4	$988K	Sell	3,892 -331	-8%	-$85.2K	0.65%	21
2024 Q3	$1.03M	Buy	4,223 +13	+0.3%	+$3.03K	0.69%	19
2024 Q2	$967K	Sell	4,210 -3	-0.1%	-$688	0.71%	18
2024 Q1	$993K	Buy	4,213 +6	+0.1%	+$1.34K	0.74%	19
2023 Q4	$924K	Buy	4,207 +9	+0.2%	+$1.8K	0.75%	19
2023 Q3	$818K	Buy	4,198 +6	+0.1%	+$1.23K	0.73%	19
2023 Q2	$863K	Buy	4,192 +6	+0.1%	+$1.16K	0.76%	19
2023 Q1	$816K	Buy	4,186 +8	+0.2%	+$1.53K	0.77%	20
2022 Q4	$751K	Buy	+4,178	New	+$757K	0.76%	22
2021 Q1	–	Sell	-640	Closed	-$136K	–	123
2020 Q4	$136K	Buy	+640	New	+$126K	0.13%	64

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

Greenhouse Wealth Management's VOT Position: Q2 2026 in Review

Greenhouse Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 3,902 shares — an estimated $1M sold.

Greenhouse Wealth Management first reported a position in VOT in Q4 2020 and held it in 15 quarters. The position peaked at $1.14M in Q3 2025. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Greenhouse Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Greenhouse Wealth Management sold 3,902 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1M.
Greenhouse Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and held it in 15 quarters.
Greenhouse Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.14M in Q3 2025.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Greenhouse Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.