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

MBL Wealth’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 		$302K Sell
985
-100
-9% -$28.8K 0.02% 281
2026
Q1 		$279K Sell
1,085
-20
-2% -$5.49K 0.02% 272
2025
Q4 		$308K Sell
1,105
-8
-0.7% -$2.29K 0.02% 236
2025
Q3 		$327K Sell
1,113
-42
-4% -$12.1K 0.03% 190
2025
Q2 		$328K Buy
1,155
+80
+7% +$20.6K 0.03% 177
2025
Q1 		$263K Hold
1,075
– – 0.03% 193
2024
Q4 		$273K Hold
1,075
– – 0.03% 188
2024
Q3 		$262K Hold
1,075
– – 0.03% 175
2024
Q2 		$247K Sell
1,075
-10
-0.9% -$2.29K 0.03% 176
2024
Q1 		$256K Sell
1,085
-55
-5% -$12.3K 0.03% 169
2023
Q4 		$250K Sell
1,140
-75
-6% -$15K 0.03% 155
2023
Q3 		$237K Sell
1,215
-60
-5% -$12.3K 0.03% 154
2023
Q2 		$262K Sell
1,275
-500
-28% -$96.9K 0.04% 144
2023
Q1 		$346K Sell
1,775
-25
-1% -$4.79K 0.05% 118
2022
Q4 		$324K Hold
1,800
– – 0.06% 125
2022
Q3 		$307K Sell
1,800
-300
-14% -$56.8K 0.07% 121
2022
Q2 		$368K Sell
2,100
-300
-13% -$58.1K 0.09% 107
2022
Q1 		$535K Buy
+2,400
New +$530K 0.13% 94
2021
Q1 		$634K Buy
+2,955
New +$641K 0.22% 72

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MBL Wealth's VOT Position: Q2 2026 in Review

MBL Wealth reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 9.2% in Q2 2026, selling an estimated $28.8K and leaving 985 shares worth $302K. The position accounts for 0.02% of the portfolio, ranked #281.

MBL Wealth first reported a position in VOT in Q1 2021 and has held it in 19 quarters since. The position peaked at $634K in Q1 2021. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • MBL Wealth held 985 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $302K as of Q2 2026.
  • MBL Wealth sold 100 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $28.8K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of MBL Wealth's portfolio in Q2 2026, its #281 holding.
  • MBL Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2021 and has held it in 19 quarters since.
  • MBL Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $634K in Q1 2021.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on MBL Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.