Legacy Financial Group (Iowa)’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Legacy Financial Group (Iowa)’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	$957K	Hold	3,124	–	–	0.11%	68
2026 Q1	$804K	Sell	3,124 -251	-7%	-$68.9K	0.1%	67
2025 Q4	$916K	Sell	3,375 -35	-1%	-$10K	0.11%	63
2025 Q3	$1M	Hold	3,410	–	–	0.13%	57
2025 Q2	$970K	Hold	3,410	–	–	0.14%	55
2025 Q1	$834K	Hold	3,410	–	–	0.13%	54
2024 Q4	$865K	Buy	+3,410	New	+$878K	0.14%	52
2024 Q3	–	Sell	-3,310	Closed	-$760K	–	100
2024 Q2	$760K	Sell	3,310 -64	-2%	-$14.7K	0.15%	54
2024 Q1	$796K	Buy	+3,374	New	+$756K	0.16%	52
2023 Q4	–	Sell	-3,479	Closed	-$678K	–	498
2023 Q3	$678K	Buy	+3,479	New	+$710K	0.16%	53

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 Financial Group (Iowa)'s VOT Position: Q2 2026 in Review

Legacy Financial Group (Iowa) held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 3,124 shares worth $957K. The position accounts for 0.11% of the portfolio, ranked #68.

Legacy Financial Group (Iowa) first reported a position in VOT in Q3 2023 and has held it in 10 quarters since. The position peaked at $1M in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Legacy Financial Group (Iowa) held 3,124 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $957K as of Q2 2026.
Legacy Financial Group (Iowa) left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of Legacy Financial Group (Iowa)'s portfolio in Q2 2026, its #68 holding.
Legacy Financial Group (Iowa) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 10 quarters since.
Legacy Financial Group (Iowa)'s Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1M in Q3 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Legacy Financial Group (Iowa)'s 13F filing for Q2 2026, filed 5 Aug 2026.