Legacy Edge Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Legacy Edge Advisors’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	$1.52M	Sell	4,960 -215	-4%	-$62K	0.14%	81
2026 Q1	$1.33M	Sell	5,175 -101	-2%	-$27.7K	0.14%	83
2025 Q4	$1.47M	Sell	5,276 -24	-0.5%	-$6.87K	0.16%	77
2025 Q3	$1.56M	Buy	5,300 +119	+2%	+$34.3K	0.18%	64
2025 Q2	$1.47M	Sell	5,181 -678	-12%	-$175K	0.2%	64
2025 Q1	$1.43M	Sell	5,859 -135	-2%	-$35.1K	0.22%	55
2024 Q4	$1.53M	Sell	5,994 -92	-2%	-$23.7K	0.24%	55
2024 Q3	$1.48M	Buy	6,086 +35	+0.6%	+$8.15K	0.24%	54
2024 Q2	$1.39M	Sell	6,051 -89	-1%	-$20.4K	0.26%	53
2024 Q1	$1.45M	Sell	6,140 -809	-12%	-$181K	0.3%	49
2023 Q4	$1.53M	Buy	+6,949	New	+$1.39M	0.35%	50

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 Edge Advisors's VOT Position: Q2 2026 in Review

Legacy Edge Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.2% in Q2 2026, selling an estimated $62K and leaving 4,960 shares worth $1.52M. The position accounts for 0.14% of the portfolio, ranked #81.

Legacy Edge Advisors first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. The position peaked at $1.56M in Q3 2025. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Legacy Edge Advisors held 4,960 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.52M as of Q2 2026.
Legacy Edge Advisors sold 215 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $62K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.14% of Legacy Edge Advisors's portfolio in Q2 2026, its #81 holding.
Legacy Edge Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
Legacy Edge Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.56M 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 Edge Advisors's 13F filing for Q2 2026, filed 10 Aug 2026.