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Monetary Solutions’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Monetary Solutions’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 		$190K Hold
619
– – 0.16% 63
2026
Q1 		$159K Buy
619
+122
+25% +$33.5K 0.15% 64
2025
Q4 		$139K Buy
+497
New +$142K 0.14% 67

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
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
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
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Monetary Solutions's VOT Position: Q2 2026 in Review

Monetary Solutions held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 619 shares worth $190K. The position accounts for 0.16% of the portfolio, ranked #63.

Monetary Solutions first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. 938 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Monetary Solutions held 619 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $190K as of Q2 2026.
  • Monetary Solutions left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.16% of Monetary Solutions's portfolio in Q2 2026, its #63 holding.
  • Monetary Solutions first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 938 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Monetary Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.