Net Worth Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Net Worth Advisory Group’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	$2.05M	Sell	6,704 -3,149	-32%	-$908K	0.52%	38
2026 Q1	$2.54M	Buy	9,853 +3,251	+49%	+$892K	0.53%	37
2025 Q4	$1.84M	Buy	6,602 +4,556	+223%	+$1.3M	0.37%	59
2025 Q3	$601K	Sell	2,046 -3,480	-63%	-$1M	0.17%	133
2025 Q2	$1.57M	Buy	5,526 +3,469	+169%	+$894K	0.35%	61
2025 Q1	$503K	Buy	2,057 +121	+6%	+$31.5K	0.16%	156
2024 Q4	$491K	Buy	1,936 +12	+0.6%	+$3.09K	0.15%	176
2024 Q3	$468K	Buy	+1,924	New	+$448K	0.14%	179

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

Net Worth Advisory Group's VOT Position: Q2 2026 in Review

Net Worth Advisory Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 32% in Q2 2026, selling an estimated $908K and leaving 6,704 shares worth $2.05M. The position accounts for 0.52% of the portfolio, ranked #38.

Net Worth Advisory Group first reported a position in VOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $2.54M in Q1 2026. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Net Worth Advisory Group held 6,704 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.05M as of Q2 2026.
Net Worth Advisory Group sold 3,149 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $908K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.52% of Net Worth Advisory Group's portfolio in Q2 2026, its #38 holding.
Net Worth Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
Net Worth Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.54M in Q1 2026.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Net Worth Advisory Group's 13F filing for Q2 2026, filed 14 Jul 2026.