Holistic Planning’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Holistic Planning’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	$1.69M	Buy	5,526 +414	+8%	+$119K	0.26%	89
2026 Q1	$1.32M	Sell	5,112 -652	-11%	-$179K	0.26%	84
2025 Q4	$1.61M	Sell	5,764 -1,266	-18%	-$362K	0.34%	61
2025 Q3	$2.07M	Sell	7,030 -344	-5%	-$99.2K	0.54%	37
2025 Q2	$2.1M	Buy	7,374 +45	+0.6%	+$11.6K	0.6%	32
2025 Q1	$1.79M	Sell	7,329 -8	-0.1%	-$2.08K	0.61%	31
2024 Q4	$1.86M	Buy	7,337 +371	+5%	+$95.5K	0.67%	30
2024 Q3	$1.7M	Buy	6,966 +4,035	+138%	+$940K	0.72%	31
2024 Q2	$691K	Hold	2,931	–	–	0.53%	53
2024 Q1	$691K	Buy	2,931 +13	+0.4%	+$2.91K	0.53%	53
2023 Q4	$641K	Buy	+2,918	New	+$583K	0.54%	49

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

Holistic Planning's VOT Position: Q2 2026 in Review

Holistic Planning increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 8.1% in Q2 2026, buying an estimated $119K and bringing the position to 5,526 shares worth $1.69M. The position accounts for 0.26% of the portfolio, ranked #89.

Holistic Planning first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $2.1M in Q2 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Holistic Planning held 5,526 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.69M as of Q2 2026.
Holistic Planning bought 414 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $119K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.26% of Holistic Planning's portfolio in Q2 2026, its #89 holding.
Holistic Planning first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Holistic Planning's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.1M in Q2 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Holistic Planning's 13F filing for Q2 2026, filed 10 Aug 2026.