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 Q2	$305K	Hold	996	–	–	0.13%	75
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 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

Long Island Wealth Management's VOT Position: Q2 2026 in Review

Long Island Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 996 shares worth $305K. The position accounts for 0.13% of the portfolio, ranked #75.

Long Island Wealth Management first reported a position in VOT in Q2 2025 and has held it in 5 quarters since. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Long Island Wealth Management held 996 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $305K as of Q2 2026.
Long Island Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.13% of Long Island Wealth Management's portfolio in Q2 2026, its #75 holding.
Long Island Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Long Island Wealth Management's 13F filing for Q2 2026, filed 7 Aug 2026.