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

Medallion Wealth Advisors’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	$450K	Sell	1,454 -3	-0.2%	-$865	0.14%	135
2026 Q1	$378K	Sell	1,457 -119	-8%	-$32.7K	0.12%	160
2025 Q4	$443K	Sell	1,576 -253	-14%	-$72.4K	0.15%	137
2025 Q3	$540K	Sell	1,829 -108	-6%	-$31.2K	0.19%	117
2025 Q2	$551K	Sell	1,937 -41	-2%	-$10.6K	0.21%	111
2025 Q1	$490K	Sell	1,978 -177	-8%	-$46K	0.22%	106
2024 Q4	$549K	Buy	+2,155	New	+$555K	0.27%	89

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

Medallion Wealth Advisors's VOT Position: Q2 2026 in Review

Medallion Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.21% in Q2 2026, selling an estimated $865 and leaving 1,454 shares worth $450K. The position accounts for 0.14% of the portfolio, ranked #135.

Medallion Wealth Advisors first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $551K in Q2 2025. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Medallion Wealth Advisors held 1,454 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $450K as of Q2 2026.
Medallion Wealth Advisors sold 3 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $865.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.14% of Medallion Wealth Advisors's portfolio in Q2 2026, its #135 holding.
Medallion Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Medallion Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $551K in Q2 2025.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Medallion Wealth Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.