Legacy Capital Wealth Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Legacy Capital Wealth Partners’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	$660K	Sell	2,154 -5	-0.2%	-$1.44K	0.13%	163
2026 Q1	$556K	Sell	2,159 -723	-25%	-$198K	0.11%	190
2025 Q4	$804K	Hold	2,882	–	–	0.17%	125
2025 Q3	$847K	Buy	2,882 +799	+38%	+$231K	0.18%	113
2025 Q2	$592K	Hold	2,083	–	–	0.13%	162
2025 Q1	$510K	Buy	2,083 +36	+2%	+$9.36K	0.13%	179
2024 Q4	$519K	Hold	2,047	–	–	0.13%	171
2024 Q3	$498K	Hold	2,047	–	–	0.1%	199
2024 Q2	$470K	Buy	+2,047	New	+$469K	0.12%	172
2024 Q1	–	Sell	-3,227	Closed	-$709K	–	343
2023 Q4	$709K	Hold	3,227	–	–	0.2%	106
2023 Q3	$629K	Buy	+3,227	New	+$659K	0.17%	122

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

Legacy Capital Wealth Partners's VOT Position: Q2 2026 in Review

Legacy Capital Wealth Partners reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.23% in Q2 2026, selling an estimated $1.44K and leaving 2,154 shares worth $660K. The position accounts for 0.13% of the portfolio, ranked #163.

Legacy Capital Wealth Partners first reported a position in VOT in Q3 2023 and has held it in 11 quarters since. The position peaked at $847K in Q3 2025. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Legacy Capital Wealth Partners held 2,154 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $660K as of Q2 2026.
Legacy Capital Wealth Partners sold 5 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.44K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.13% of Legacy Capital Wealth Partners's portfolio in Q2 2026, its #163 holding.
Legacy Capital Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 11 quarters since.
Legacy Capital Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $847K in Q3 2025.
1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Legacy Capital Wealth Partners's 13F filing for Q2 2026, filed 12 Aug 2026.