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

Members 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	$1.2M	Sell	3,927 -311	-7%	-$89.7K	0.66%	33
2026 Q1	$1.2M	Buy	4,238 +28	+0.7%	+$7.68K	0.72%	30
2025 Q4	$1.19M	Sell	4,210 -526	-11%	-$151K	0.75%	28
2025 Q3	$1.39M	Buy	+4,736	New	+$1.37M	0.88%	29
2025 Q1	$1.2M	Buy	4,908 +285	+6%	+$74.1K	0.91%	27
2024 Q4	$1.27M	Buy	+4,623	New	+$1.19M	0.95%	28
2024 Q2	$1.41M	Buy	+4,953	New	+$1.14M	0.95%	27

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Members Wealth's VOT Position: Q2 2026 in Review

Members Wealth reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 7.3% in Q2 2026, selling an estimated $89.7K and leaving 3,927 shares worth $1.2M. The position accounts for 0.66% of the portfolio, ranked #33.

Members Wealth first reported a position in VOT in Q2 2024 and has held it in 7 quarters since. The position peaked at $1.41M in Q2 2024. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Members Wealth held 3,927 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.2M as of Q2 2026.
Members Wealth sold 311 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $89.7K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.66% of Members Wealth's portfolio in Q2 2026, its #33 holding.
Members Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 7 quarters since.
Members Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.41M in Q2 2024.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Members Wealth's 13F filing for Q2 2026, filed 9 Jul 2026.