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Madison Wealth Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Madison Wealth Partners’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 		$278K Buy
+1,081
New +$297K 0.04% 168
2025
Q4 		– Sell
-686
Closed -$202K – 212
2025
Q3 		$202K Buy
+686
New +$198K 0.04% 179

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

Madison Wealth Partners's VOT Position: Q1 2026 in Review

Madison Wealth Partners opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q1 2026: 1,081 shares worth $278K. The stake represents 0.04% of the portfolio and ranks #168 among its holdings. This is a return to the name: Madison Wealth Partners previously reported a position in VOT as recently as Q3 2025.

Madison Wealth Partners first reported a position in VOT in Q3 2025 and has held it in 2 quarters since. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Madison Wealth Partners held 1,081 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $278K as of Q1 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Madison Wealth Partners position in Q1 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Madison Wealth Partners's portfolio in Q1 2026, its #168 holding.
  • Madison Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2025 and has held it in 2 quarters since.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Madison Wealth Partners's 13F filing for Q1 2026, filed 30 Apr 2026.