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

Mission 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	$906K	Buy	2,956 +1,664	+129%	+$480K	0.01%	508
2026 Q1	$333K	Hold	1,292	–	–	0.01%	588
2025 Q4	$361K	Sell	1,292 -775	-37%	-$222K	0.01%	569
2025 Q3	$607K	Buy	2,067 +777	+60%	+$224K	0.01%	443
2025 Q2	$367K	Hold	1,290	–	–	0.01%	544
2025 Q1	$316K	Buy	1,290 +1	+0.1%	+$260	0.01%	548
2024 Q4	$327K	Sell	1,289 -1,452	-53%	-$374K	0.01%	534
2024 Q3	$667K	Buy	2,741 +1,147	+72%	+$267K	0.02%	372
2024 Q2	$366K	Sell	1,594 -884	-36%	-$203K	0.01%	488
2024 Q1	$584K	Buy	2,478 +811	+49%	+$182K	0.02%	400
2023 Q4	$366K	Buy	+1,667	New	+$333K	0.01%	437

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

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

Mission Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 129% in Q2 2026, buying an estimated $480K and bringing the position to 2,956 shares worth $906K. The position accounts for 0.01% of the portfolio, ranked #508.

Mission Wealth Management first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Mission Wealth Management held 2,956 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $906K as of Q2 2026.
Mission Wealth Management bought 1,664 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $480K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Mission Wealth Management's portfolio in Q2 2026, its #508 holding.
Mission Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Mission Wealth Management's 13F filing for Q2 2026, filed 20 Jul 2026.