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LifePlan Investment Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

LifePlan Investment 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 		$4.5M Sell
14,701
-183
-1% -$52.8K 1.55% 19
2026
Q1 		$3.83M Buy
14,884
+1,215
+9% +$333K 1.51% 24
2025
Q4 		$3.82M Buy
13,669
+297
+2% +$85K 1.55% 25
2025
Q3 		$3.93M Sell
13,372
-107
-0.8% -$30.9K 1.65% 21
2025
Q2 		$3.83M Sell
13,479
-144
-1% -$37.1K 1.9% 19
2025
Q1 		$3.33M Sell
13,623
-506
-4% -$132K 1.92% 19
2024
Q4 		$3.59M Sell
14,129
-694
-5% -$179K 2.22% 15
2024
Q3 		$3.61M Buy
14,823
+740
+5% +$172K 2.31% 14
2024
Q2 		$3.23M Buy
14,083
+511
+4% +$117K 2.33% 15
2024
Q1 		$3.2M Buy
13,572
+5,718
+73% +$1.28M 2.55% 13
2023
Q4 		$1.72M Buy
7,854
+15
+0.2% +$3K 1.58% 20
2023
Q3 		$1.53M Sell
7,839
-107
-1% -$21.8K 1.62% 21
2023
Q2 		$1.64M Buy
+7,946
New +$1.54M 1.83% 21

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

LifePlan Investment Advisors's VOT Position: Q2 2026 in Review

LifePlan Investment Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.2% in Q2 2026, selling an estimated $52.8K and leaving 14,701 shares worth $4.5M. The position accounts for 1.55% of the portfolio, ranked #19.

LifePlan Investment Advisors first reported a position in VOT in Q2 2023 and has held it in 13 quarters since. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • LifePlan Investment Advisors held 14,701 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.5M as of Q2 2026.
  • LifePlan Investment Advisors sold 183 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $52.8K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.55% of LifePlan Investment Advisors's portfolio in Q2 2026, its #19 holding.
  • LifePlan Investment Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
  • 1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on LifePlan Investment Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.