Lake Street Private Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Lake Street Private Wealth’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	$454K	Buy	1,482 +3	+0.2%	+$865	0.05%	186
2026 Q1	$381K	Buy	1,479 +1	+0.1%	+$274	0.05%	190
2025 Q4	$413K	Hold	1,478	–	–	0.05%	196
2025 Q3	$434K	Buy	1,478 +26	+2%	+$7.5K	0.06%	186
2025 Q2	$413K	Hold	1,452	–	–	0.06%	181
2025 Q1	$355K	Hold	1,452	–	–	0.06%	182
2024 Q4	$368K	Hold	1,452	–	–	0.06%	176
2024 Q3	$353K	Buy	1,452 +1	+0.1%	+$233	0.06%	198
2024 Q2	$333K	Hold	1,451	–	–	0.04%	253
2024 Q1	$342K	Hold	1,451	–	–	0.05%	247
2023 Q4	$319K	Hold	1,451	–	–	0.05%	250
2023 Q3	$283K	Hold	1,451	–	–	0.05%	230
2023 Q2	$299K	Buy	1,451 +1	+0.1%	+$194	0.05%	229
2023 Q1	$283K	Hold	1,450	–	–	0.05%	236
2022 Q4	$261K	Buy	1,450 +1	+0.1%	+$181	0.05%	235
2022 Q3	$247K	Hold	1,449	–	–	0.06%	237
2022 Q2	$254K	Buy	1,449 +527	+57%	+$102K	0.05%	249
2022 Q1	$205K	Hold	922	–	–	0.04%	299
2021 Q4	$235K	Hold	922	–	–	0.04%	291
2021 Q3	$218K	Sell	922 -9	-1%	-$2.18K	0.05%	213
2021 Q2	$220K	Buy	+931	New	+$209K	0.06%	195

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

Lake Street Private Wealth's VOT Position: Q2 2026 in Review

Lake Street Private Wealth increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.2% in Q2 2026, buying an estimated $865 and bringing the position to 1,482 shares worth $454K. The position accounts for 0.05% of the portfolio, ranked #186.

Lake Street Private Wealth first reported a position in VOT in Q2 2021 and has held it in 21 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Lake Street Private Wealth held 1,482 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $454K as of Q2 2026.
Lake Street Private Wealth bought 3 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $865.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Lake Street Private Wealth's portfolio in Q2 2026, its #186 holding.
Lake Street Private Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 21 quarters since.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Lake Street Private Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.