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Mosaic Family Wealth Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Mosaic Family Wealth Partners’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 		$6.8M Buy
22,214
+560
+3% +$162K 0.46% 34
2026
Q1 		$5.57M Buy
21,654
+2,347
+12% +$644K 0.57% 24
2025
Q4 		$5.39M Sell
19,307
-186
-1% -$53.2K 0.59% 22
2025
Q3 		$5.72M Buy
19,493
+53
+0.3% +$15.3K 0.67% 19
2025
Q2 		$5.53M Buy
19,440
+4
+0% +$1.03K 0.7% 19
2025
Q1 		$4.75M Buy
19,436
+671
+4% +$174K 0.68% 19
2024
Q4 		$4.76M Sell
18,765
-116
-0.6% -$29.9K 0.69% 21
2024
Q3 		$4.6M Sell
18,881
-176
-0.9% -$41K 0.68% 19
2024
Q2 		$4.37M Sell
19,057
-24
-0.1% -$5.5K 0.7% 21
2024
Q1 		$4.5M Sell
19,081
-99
-0.5% -$22.2K 0.74% 19
2023
Q4 		$4.21M Sell
19,180
-1,328
-6% -$266K 0.73% 23
2023
Q3 		$3.99M Sell
20,508
-28
-0.1% -$5.72K 0.8% 18
2023
Q2 		$4.23M Sell
20,536
-404
-2% -$78.3K 0.83% 19
2023
Q1 		$4.08M Sell
20,940
-486
-2% -$93K 0.85% 19
2022
Q4 		$3.85M Buy
+21,426
New +$3.88M 1.09% 16

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

Mosaic Family Wealth Partners's VOT Position: Q2 2026 in Review

Mosaic Family Wealth Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.6% in Q2 2026, buying an estimated $162K and bringing the position to 22,214 shares worth $6.8M. The position accounts for 0.46% of the portfolio, ranked #34.

Mosaic Family Wealth Partners first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Mosaic Family Wealth Partners held 22,214 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $6.8M as of Q2 2026.
  • Mosaic Family Wealth Partners bought 560 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $162K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.46% of Mosaic Family Wealth Partners's portfolio in Q2 2026, its #34 holding.
  • Mosaic Family Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Mosaic Family Wealth Partners's 13F filing for Q2 2026, filed 5 Aug 2026.