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

MorganRosel 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	$1.36M	Buy	4,430 +231	+6%	+$66.6K	0.46%	40
2026 Q1	$1.08M	Sell	4,199 -28,071	-87%	-$7.7M	0.43%	39
2025 Q4	$9.01M	Buy	32,270 +414	+1%	+$118K	2.25%	15
2025 Q3	$9.36M	Buy	31,856 +2,853	+10%	+$823K	2.43%	12
2025 Q2	$8.25M	Buy	29,003 +74	+0.3%	+$19.1K	2.25%	12
2025 Q1	$7.08M	Buy	+28,929	New	+$7.52M	2.15%	14

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

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

MorganRosel Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.5% in Q2 2026, buying an estimated $66.6K and bringing the position to 4,430 shares worth $1.36M. The position accounts for 0.46% of the portfolio, ranked #40.

MorganRosel Wealth Management first reported a position in VOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $9.36M in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

MorganRosel Wealth Management held 4,430 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.36M as of Q2 2026.
MorganRosel Wealth Management bought 231 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $66.6K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.46% of MorganRosel Wealth Management's portfolio in Q2 2026, its #40 holding.
MorganRosel Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
MorganRosel Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $9.36M in Q3 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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