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

Greenup Street 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	$11.2M	Sell	36,567 -19,348	-35%	-$5.58M	1.36%	15
2026 Q1	$14.4M	Buy	55,915 +34,827	+165%	+$9.56M	2.03%	10
2025 Q4	$5.89M	Sell	21,088 -571	-3%	-$163K	0.85%	23
2025 Q3	$6.36M	Buy	+21,659	New	+$6.25M	0.98%	16

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

Greenup Street Wealth Management's VOT Position: Q2 2026 in Review

Greenup Street Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 35% in Q2 2026, selling an estimated $5.58M and leaving 36,567 shares worth $11.2M. The position accounts for 1.36% of the portfolio, ranked #15.

Greenup Street Wealth Management first reported a position in VOT in Q3 2025 and has held it in 4 quarters since. The position peaked at $14.4M in Q1 2026. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Greenup Street Wealth Management held 36,567 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $11.2M as of Q2 2026.
Greenup Street Wealth Management sold 19,348 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.58M.
Vanguard Morningstar Mid-Cap Growth ETF made up 1.36% of Greenup Street Wealth Management's portfolio in Q2 2026, its #15 holding.
Greenup Street Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 4 quarters since.
Greenup Street Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $14.4M in Q1 2026.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Greenup Street Wealth Management's 13F filing for Q2 2026, filed 27 Jul 2026.