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

Modern 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	$719K	Buy	+2,348	New	+$677K	0.01%	609

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

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

Modern Wealth Management opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 2,348 shares worth $719K. The stake represents 0.01% of the portfolio and ranks #609 among its holdings.

1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Modern Wealth Management held 2,348 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $719K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Modern Wealth Management position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Modern Wealth Management's portfolio in Q2 2026, its #609 holding.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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