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

MONECO 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 		$5.36M Buy
17,515
+1,350
+8% +$389K 0.33% 63
2026
Q1 		$4.16M Sell
16,165
-83
-0.5% -$22.8K 0.32% 68
2025
Q4 		$4.54M Buy
16,248
+488
+3% +$140K 0.36% 57
2025
Q3 		$4.63M Sell
15,760
-428
-3% -$123K 0.39% 52
2025
Q2 		$4.6M Sell
16,188
-567
-3% -$146K 0.43% 46
2025
Q1 		$4.1M Sell
16,755
-117
-0.7% -$30.4K 0.42% 47
2024
Q4 		$4.28M Sell
16,872
-107
-0.6% -$27.5K 0.45% 49
2024
Q3 		$4.13M Sell
16,979
-80
-0.5% -$18.6K 0.51% 51
2024
Q2 		$3.92M Buy
17,059
+262
+2% +$60.1K 0.58% 43
2024
Q1 		$3.96M Buy
16,797
+1,188
+8% +$266K 0.63% 33
2023
Q4 		$3.43M Buy
15,609
+5,274
+51% +$1.05M 0.65% 35
2023
Q3 		$2.01M Buy
10,335
+2
+0% +$408 0.55% 38
2023
Q2 		$2.13M Sell
10,333
-8
-0.1% -$1.55K 0.58% 35
2023
Q1 		$2.02M Sell
10,341
-33
-0.3% -$6.32K 0.59% 36
2022
Q4 		$1.86M Sell
10,374
-984
-9% -$178K 0.67% 29
2022
Q3 		$1.94M Sell
11,358
-26
-0.2% -$4.92K 0.78% 29
2022
Q2 		$2M Sell
11,384
-638
-5% -$124K 0.77% 27
2022
Q1 		$2.68M Sell
12,022
-774
-6% -$171K 0.98% 19
2021
Q4 		$2.79M Buy
12,796
+294
+2% +$74.1K 1.05% 19
2021
Q3 		$2.95M Sell
12,502
-343
-3% -$83K 1.17% 14
2021
Q2 		$3.04M Sell
12,845
-533
-4% -$120K 1.4% 13
2021
Q1 		$2.87M Buy
13,378
+239
+2% +$51.8K 1.4% 15
2020
Q4 		$2.86M Sell
13,139
-158
-1% -$31.1K 1.58% 13
2020
Q3 		$2.4M Sell
13,297
-69
-0.5% -$12.2K 1.53% 16
2020
Q2 		$2.21M Buy
13,366
+11
+0.1% +$1.66K 1.73% 12
2020
Q1 		$1.69M Sell
13,355
-3,989
-23% -$606K 1.73% 13
2019
Q4 		$2.87M Sell
17,344
-7,814
-31% -$1.19M 2.04% 10
2019
Q3 		$3.73M Sell
25,158
-2,437
-9% -$365K 2.9% 8
2019
Q2 		$4.12M Sell
27,595
-47
-0.2% -$6.86K 3.31% 6
2019
Q1 		$3.95M Sell
27,642
-541
-2% -$72.8K 3.19% 7
2018
Q4 		$3.37M Buy
+28,183
New +$3.62M 3.92% 7

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 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
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

MONECO Advisors's VOT Position: Q2 2026 in Review

MONECO Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 8.4% in Q2 2026, buying an estimated $389K and bringing the position to 17,515 shares worth $5.36M. The position accounts for 0.33% of the portfolio, ranked #63.

MONECO Advisors first reported a position in VOT in Q4 2018 and has held it in 31 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • MONECO Advisors held 17,515 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $5.36M as of Q2 2026.
  • MONECO Advisors bought 1,350 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $389K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.33% of MONECO Advisors's portfolio in Q2 2026, its #63 holding.
  • MONECO Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 31 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on MONECO Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.