Lionshead Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Lionshead Wealth Management’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	$3.38M	Buy	11,030 +1,324	+14%	+$382K	2.19%	11
2026 Q1	$2.5M	Buy	9,706 +878	+10%	+$241K	1.84%	14
2025 Q4	$2.46M	Buy	8,828 +1,709	+24%	+$489K	1.85%	15
2025 Q3	$2.09M	Buy	7,119 +1,724	+32%	+$497K	1.66%	22
2025 Q2	$1.54M	Sell	5,395 -7,403	-58%	-$1.91M	1.42%	25
2025 Q1	$3.13M	Sell	12,798 -5,189	-29%	-$1.35M	3.25%	7
2024 Q4	$4.56M	Buy	+17,987	New	+$4.63M	3.3%	6

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

Lionshead Wealth Management's VOT Position: Q2 2026 in Review

Lionshead Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 14% in Q2 2026, buying an estimated $382K and bringing the position to 11,030 shares worth $3.38M. The position accounts for 2.19% of the portfolio, ranked #11.

Lionshead Wealth Management first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $4.56M in Q4 2024. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Lionshead Wealth Management held 11,030 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.38M as of Q2 2026.
Lionshead Wealth Management bought 1,324 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $382K.
Vanguard Morningstar Mid-Cap Growth ETF made up 2.19% of Lionshead Wealth Management's portfolio in Q2 2026, its #11 holding.
Lionshead Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Lionshead Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $4.56M in Q4 2024.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Lionshead Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.