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

Maridea 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	$2.29M	Sell	7,490 -733	-9%	-$211K	0.25%	97
2026 Q1	$2.12M	Buy	8,223 +1,229	+18%	+$337K	0.31%	82
2025 Q4	$1.95M	Buy	6,994 +495	+8%	+$142K	0.29%	88
2025 Q3	$1.9M	Buy	6,499 +3,479	+115%	+$1M	0.3%	82
2025 Q2	$859K	Buy	+3,020	New	+$779K	0.22%	87

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

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

Maridea Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 8.9% in Q2 2026, selling an estimated $211K and leaving 7,490 shares worth $2.29M. The position accounts for 0.25% of the portfolio, ranked #97.

Maridea Wealth Management first reported a position in VOT in Q2 2025 and has held it in 5 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Maridea Wealth Management held 7,490 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.29M as of Q2 2026.
Maridea Wealth Management sold 733 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $211K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.25% of Maridea Wealth Management's portfolio in Q2 2026, its #97 holding.
Maridea Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Maridea Wealth Management's 13F filing for Q2 2026, filed 6 Aug 2026.