Leading Edge Financial Planning’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Leading Edge Financial 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	$2.87M	Buy	+9,383	New	+$2.71M	0.51%	17
2026 Q1	–	Sell	-1,249	Closed	-$349K	–	75
2025 Q4	$349K	Sell	1,249 -5,973	-83%	-$1.71M	0.08%	45
2025 Q3	$2.12M	Buy	7,222 +369	+5%	+$106K	0.53%	17
2025 Q2	$1.95M	Buy	+6,853	New	+$1.77M	0.54%	17
2025 Q1	–	Sell	-3,774	Closed	-$958K	–	60
2024 Q4	$958K	Buy	+3,774	New	+$971K	0.31%	25
2024 Q2	–	Sell	-7,944	Closed	-$1.87M	–	58
2024 Q1	$1.87M	Buy	7,944 +3,977	+100%	+$891K	0.83%	16
2023 Q4	$871K	Sell	3,967 -2,467	-38%	-$493K	0.45%	25
2023 Q3	$1.25M	Buy	+6,434	New	+$1.31M	0.8%	19

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

Leading Edge Financial Planning's VOT Position: Q2 2026 in Review

Leading Edge Financial Planning opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 9,383 shares worth $2.87M. The stake represents 0.51% of the portfolio and ranks #17 among its holdings. This is a return to the name: Leading Edge Financial Planning previously reported a position in VOT as recently as Q4 2025.

Leading Edge Financial Planning first reported a position in VOT in Q3 2023 and has held it in 8 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Leading Edge Financial Planning held 9,383 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.87M as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Leading Edge Financial Planning position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.51% of Leading Edge Financial Planning's portfolio in Q2 2026, its #17 holding.
Leading Edge Financial Planning first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 8 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Leading Edge Financial Planning's 13F filing for Q2 2026, filed 6 Aug 2026.