Legacy Wealth Management (Idaho)’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Legacy Wealth Management (Idaho)’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	$307K	Buy	1,002 +36	+4%	+$10.4K	0.13%	143
2026 Q1	$249K	Buy	966 +19	+2%	+$5.21K	0.12%	103
2025 Q4	$264K	Buy	947 +904	+2,102%	+$259K	0.13%	89
2025 Q3	$12.6K	Hold	43	–	–	0.01%	319
2025 Q2	$12.2K	Hold	43	–	–	0.01%	291
2025 Q1	$10.5K	Hold	43	–	–	0.01%	318
2024 Q4	$11.8K	Sell	43 -109	-72%	-$28.1K	0.01%	259
2024 Q3	$39.9K	Buy	+152	New	+$35.4K	0.02%	134

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 Wealth Management (Idaho)'s VOT Position: Q2 2026 in Review

Legacy Wealth Management (Idaho) increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.7% in Q2 2026, buying an estimated $10.4K and bringing the position to 1,002 shares worth $307K. The position accounts for 0.13% of the portfolio, ranked #143.

Legacy Wealth Management (Idaho) first reported a position in VOT in Q3 2024 and has held it in 8 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Legacy Wealth Management (Idaho) held 1,002 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $307K as of Q2 2026.
Legacy Wealth Management (Idaho) bought 36 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $10.4K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.13% of Legacy Wealth Management (Idaho)'s portfolio in Q2 2026, its #143 holding.
Legacy Wealth Management (Idaho) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Legacy Wealth Management (Idaho)'s 13F filing for Q2 2026, filed 13 Aug 2026.