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

MBM Wealth Consultants’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	–	Sell	-279	Closed	-$71.8K	–	366
2026 Q1	$71.8K	Buy	+279	New	+$76.6K	0.02%	134
2023 Q2	–	Sell	-400	Closed	-$78K	–	266
2023 Q1	$78K	Hold	400	–	–	0.03%	139
2022 Q4	$71K	Hold	400	–	–	0.03%	146
2022 Q3	$70K	Hold	400	–	–	0.03%	138
2022 Q2	$70K	Hold	400	–	–	0.03%	134
2022 Q1	$89K	Hold	400	–	–	0.04%	136
2021 Q4	$102K	Hold	400	–	–	0.04%	123
2021 Q3	$95K	Hold	400	–	–	0.04%	131
2021 Q2	$95K	Hold	400	–	–	0.04%	124
2021 Q1	$86K	Hold	400	–	–	0.04%	119
2020 Q4	$85K	Hold	400	–	–	0.05%	111
2020 Q3	$72K	Hold	400	–	–	0.05%	115
2020 Q2	$66K	Hold	400	–	–	0.05%	105
2020 Q1	$51K	Hold	400	–	–	0.04%	107
2019 Q4	$64K	Hold	400	–	–	0.05%	110
2019 Q3	$59K	Hold	400	–	–	0.05%	114
2019 Q2	$60K	Hold	400	–	–	0.05%	115
2019 Q1	$57K	Hold	400	–	–	0.05%	118
2018 Q4	$48K	Buy	+400	New	+$51.4K	0.05%	132

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

MBM Wealth Consultants's VOT Position: Q2 2026 in Review

MBM Wealth Consultants sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 279 shares — an estimated $71.8K sold.

MBM Wealth Consultants first reported a position in VOT in Q4 2018 and held it in 19 quarters. The position peaked at $102K in Q4 2021. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

MBM Wealth Consultants reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
MBM Wealth Consultants sold 279 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $71.8K.
MBM Wealth Consultants first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and held it in 19 quarters.
MBM Wealth Consultants's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $102K in Q4 2021.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on MBM Wealth Consultants's 13F filing for Q2 2026, filed 24 Jul 2026.