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

JPL 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	$20.7K	Hold	68	–	–	﹤0.01%	420
2026 Q1	$17.4K	Sell	68 -13,531	-99%	-$3.71M	﹤0.01%	419
2025 Q4	$3.8M	Sell	13,599 -360	-3%	-$103K	0.92%	44
2025 Q3	$4.1M	Sell	13,959 -443	-3%	-$128K	0.97%	41
2025 Q2	$4.1M	Buy	14,402 +72	+0.5%	+$18.6K	1.11%	37
2025 Q1	$3.51M	Buy	14,330 +124	+0.9%	+$32.2K	1%	43
2024 Q4	$3.6M	Buy	+14,206	New	+$3.66M	1.03%	36
2024 Q2	$2.15M	Buy	9,384 +699	+8%	+$160K	1.06%	45
2024 Q1	$2.05M	Buy	+8,685	New	+$1.95M	1.13%	41

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

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

JPL Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 68 shares worth $20.7K. The position accounts for ﹤0.01% of the portfolio, ranked #420.

JPL Wealth Management first reported a position in VOT in Q1 2024 and has held it in 9 quarters since. The position peaked at $4.1M in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

JPL Wealth Management held 68 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $20.7K as of Q2 2026.
JPL Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of JPL Wealth Management's portfolio in Q2 2026, its #420 holding.
JPL Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
JPL Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.1M in Q3 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on JPL Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.