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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 		$1.47M Buy
5,181
+6
+0.1% +$1.73K 0.2% 64
2026
Q1 		$1.33M Sell
5,175
-101
-2% -$27.7K 0.14% 83
2025
Q4 		$1.47M Buy
+5,276
New +$1.51M 0.16% 77

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

Legacy Edge Advisors's VOT Position: Q2 2026 in Review

Legacy Edge Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.12% in Q2 2026, buying an estimated $1.73K and bringing the position to 5,181 shares worth $1.47M. The position accounts for 0.2% of the portfolio, ranked #64.

Legacy Edge Advisors first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. 795 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Legacy Edge Advisors held 5,181 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.47M as of Q2 2026.
  • Legacy Edge Advisors bought 6 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.73K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.2% of Legacy Edge Advisors's portfolio in Q2 2026, its #64 holding.
  • Legacy Edge Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 795 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.