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GWN Securities’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

GWN Securities’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 		$791K Buy
2,584
+75
+3% +$21.6K 0.13% 206
2026
Q1 		$646K Buy
2,509
+123
+5% +$33.8K 0.12% 208
2025
Q4 		$666K Buy
2,386
+259
+12% +$74.1K 0.13% 181
2025
Q3 		$631K Sell
2,127
-1,629
-43% -$470K 0.15% 161
2025
Q2 		$1.08M Buy
3,756
+922
+33% +$238K 0.2% 111
2025
Q1 		$712K Buy
2,834
+1,832
+183% +$476K 0.04% 365
2024
Q4 		$256K Buy
+1,002
New +$258K 0.07% 279

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

GWN Securities's VOT Position: Q2 2026 in Review

GWN Securities increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3% in Q2 2026, buying an estimated $21.6K and bringing the position to 2,584 shares worth $791K. The position accounts for 0.13% of the portfolio, ranked #206.

GWN Securities first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $1.08M in Q2 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • GWN Securities held 2,584 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $791K as of Q2 2026.
  • GWN Securities bought 75 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $21.6K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.13% of GWN Securities's portfolio in Q2 2026, its #206 holding.
  • GWN Securities first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • GWN Securities's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.08M in Q2 2025.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on GWN Securities's 13F filing for Q2 2026, filed 5 Aug 2026.