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

Long Island 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
Q1 		$256K Hold
996
– – 0.12% 78
2025
Q4 		$278K Hold
996
– – 0.13% 74
2025
Q3 		$293K Hold
996
– – 0.14% 71
2025
Q2 		$283K Buy
+996
New +$257K 0.15% 70

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 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 $11.8B AUM 9.48% 1-Year Est. Return

Long Island Wealth Management's VOT Position: Q1 2026 in Review

Long Island Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q1 2026 at 996 shares worth $256K. The position accounts for 0.12% of the portfolio, ranked #78.

Long Island Wealth Management first reported a position in VOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $293K in Q3 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Long Island Wealth Management held 996 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $256K as of Q1 2026.
  • Long Island Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q1 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.12% of Long Island Wealth Management's portfolio in Q1 2026, its #78 holding.
  • Long Island Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • Long Island Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $293K in Q3 2025.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Long Island Wealth Management's 13F filing for Q1 2026, filed 21 Apr 2026.