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

Greykasell Wealth Strategies’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 Q1	$53.3K	Sell	207 -1	-0.5%	-$274	0.02%	242
2025 Q4	$58.1K	Buy	208 +1	+0.5%	+$286	0.02%	226
2025 Q3	$60.8K	Buy	+207	New	+$59.7K	0.03%	196
2025 Q2	–	Sell	-194	Closed	-$47.5K	–	355
2025 Q1	$47.5K	Buy	+194	New	+$50.4K	0.03%	186

Other funds holding VOT

Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return

EWA

EP Wealth Advisors Torrance, California $20.3B AUM

Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return

UBS Group Zurich, Switzerland $666B AUM 30.12% 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Greykasell Wealth Strategies's VOT Position: Q1 2026 in Review

Greykasell Wealth Strategies reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.48% in Q1 2026, selling an estimated $274 and leaving 207 shares worth $53.3K. The position accounts for 0.02% of the portfolio, ranked #242.

Greykasell Wealth Strategies first reported a position in VOT in Q1 2025 and has held it in 4 quarters since. The position peaked at $60.8K in Q3 2025. 1,057 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

Greykasell Wealth Strategies held 207 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $53.3K as of Q1 2026.
Greykasell Wealth Strategies sold 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q1 2026, an estimated $274.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Greykasell Wealth Strategies's portfolio in Q1 2026, its #242 holding.
Greykasell Wealth Strategies first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 4 quarters since.
Greykasell Wealth Strategies's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $60.8K in Q3 2025.
1,057 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Greykasell Wealth Strategies's 13F filing for Q1 2026, filed 7 May 2026.