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

Modera 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 		$1.01M Buy
3,307
+150
+5% +$43.3K 0.01% 345
2026
Q1 		$813K Buy
3,157
+193
+7% +$53K 0.01% 355
2025
Q4 		$827K Sell
2,964
-118
-4% -$33.8K 0.01% 357
2025
Q3 		$905K Buy
3,082
+102
+3% +$29.4K 0.01% 353
2025
Q2 		$847K Sell
2,980
-3
-0.1% -$774 0.01% 355
2025
Q1 		$730K Sell
2,983
-305
-9% -$79.3K 0.01% 368
2024
Q4 		$834K Sell
3,288
-240
-7% -$61.8K 0.01% 359
2024
Q3 		$859K Buy
3,528
+167
+5% +$38.9K 0.01% 334
2024
Q2 		$772K Sell
3,361
-405
-11% -$92.9K 0.01% 328
2024
Q1 		$888K Sell
3,766
-5
-0.1% -$1.12K 0.01% 311
2023
Q4 		$828K Hold
3,771
– – 0.01% 309
2023
Q3 		$735K Buy
3,771
+313
+9% +$63.9K 0.01% 311
2023
Q2 		$712K Buy
3,458
+1,757
+103% +$341K 0.01% 334
2023
Q1 		$331K Buy
1,701
+3
+0.2% +$574 0.01% 271
2022
Q4 		$305K Buy
1,698
+242
+17% +$43.9K 0.01% 284
2022
Q3 		$248K Buy
1,456
+1
+0.1% +$189 0.01% 275
2022
Q2 		$255K Buy
1,455
+200
+16% +$38.7K 0.01% 283
2022
Q1 		$280K Buy
1,255
+37
+3% +$8.17K 0.01% 292
2021
Q4 		$310K Buy
+1,218
New +$307K 0.01% 402

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return

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

Modera Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.8% in Q2 2026, buying an estimated $43.3K and bringing the position to 3,307 shares worth $1.01M. The position accounts for 0.01% of the portfolio, ranked #345.

Modera Wealth Management first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. 743 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Modera Wealth Management held 3,307 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.01M as of Q2 2026.
  • Modera Wealth Management bought 150 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $43.3K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Modera Wealth Management's portfolio in Q2 2026, its #345 holding.
  • Modera Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 743 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Modera Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.