N.E.W. Advisory Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

N.E.W. Advisory Services’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	$459K	Sell	1,498 -156	-9%	-$45K	0.03%	149
2026 Q1	$426K	Sell	1,654 -34	-2%	-$9.33K	0.03%	144
2025 Q4	$471K	Hold	1,688	–	–	0.03%	133
2025 Q3	$496K	Hold	1,688	–	–	0.04%	118
2025 Q2	$480K	Sell	1,688 -275	-14%	-$70.9K	0.05%	117
2025 Q1	$480K	Buy	1,963 +226	+13%	+$58.8K	0.04%	134
2024 Q4	$441K	Sell	1,737 -20	-1%	-$5.15K	0.04%	122
2024 Q3	$428K	Sell	1,757 -22	-1%	-$5.12K	0.04%	125
2024 Q2	$408K	Hold	1,779	–	–	0.04%	120
2024 Q1	$419K	Buy	1,779 +84	+5%	+$18.8K	0.05%	114
2023 Q4	$372K	Sell	1,695 -4	-0.2%	-$800	0.05%	119
2023 Q3	$331K	Sell	1,699 -30	-2%	-$6.13K	0.05%	117
2023 Q2	$356K	Sell	1,729 -192	-10%	-$37.2K	0.05%	100
2023 Q1	$374K	Sell	1,921 -1	-0.1%	-$191	0.05%	95
2022 Q4	$346K	Sell	1,922 -41	-2%	-$7.43K	0.05%	96
2022 Q3	$335K	Sell	1,963 -113	-5%	-$21.4K	0.06%	92
2022 Q2	$364K	Sell	2,076 -269	-11%	-$52.1K	0.06%	86
2022 Q1	$502K	Hold	2,345	–	–	0.1%	79
2021 Q4	$597K	Hold	2,345	–	–	0.09%	73
2021 Q3	$554K	Hold	2,345	–	–	0.09%	78
2021 Q2	$555K	Hold	2,345	–	–	0.09%	77
2021 Q1	$510K	Sell	2,345 -32	-1%	-$6.94K	0.1%	79
2020 Q4	$506K	Hold	2,377	–	–	0.11%	87
2020 Q3	$429K	Hold	2,377	–	–	0.12%	68
2020 Q2	$392K	Buy	+2,377	New	+$359K	0.12%	64
2019 Q4	$439K	Buy	+2,758	New	+$421K	0.14%	62

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 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

VIA

Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

TCIIS

TIAA-CREF Individual & Institutional Services New York $29.1B AUM

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

N.E.W. Advisory Services's VOT Position: Q2 2026 in Review

N.E.W. Advisory Services reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 9.4% in Q2 2026, selling an estimated $45K and leaving 1,498 shares worth $459K. The position accounts for 0.03% of the portfolio, ranked #149.

N.E.W. Advisory Services first reported a position in VOT in Q4 2019 and has held it in 26 quarters since. The position peaked at $597K in Q4 2021. 828 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

N.E.W. Advisory Services held 1,498 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $459K as of Q2 2026.
N.E.W. Advisory Services sold 156 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $45K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of N.E.W. Advisory Services's portfolio in Q2 2026, its #149 holding.
N.E.W. Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2019 and has held it in 26 quarters since.
N.E.W. Advisory Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $597K in Q4 2021.
828 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on N.E.W. Advisory Services's 13F filing for Q2 2026, filed 6 Aug 2026.