New England Private Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

New England Private Wealth Advisors’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	$294K	Hold	1,007	–	–	0.03%	179
2026 Q1	$259K	Hold	1,007	–	–	0.03%	171
2025 Q4	$281K	Hold	1,007	–	–	0.04%	157
2025 Q3	$296K	Hold	1,007	–	–	0.04%	150
2025 Q2	$294K	Hold	1,007	–	–	0.04%	136
2025 Q1	$246K	Hold	1,007	–	–	0.04%	132
2024 Q4	$255K	Hold	1,007	–	–	0.04%	131
2024 Q3	$245K	Hold	1,007	–	–	0.04%	132
2024 Q2	$231K	Sell	1,007 -1,000	-50%	-$229K	0.04%	128
2024 Q1	$472K	Sell	2,007 -702	-26%	-$157K	0.08%	97
2023 Q4	$595K	Buy	+2,709	New	+$542K	0.11%	86
2023 Q3	–	Sell	-1,006	Closed	-$207K	–	117
2023 Q2	$207K	Buy	+1,006	New	+$195K	0.04%	106
2021 Q1	–	Sell	-1,000	Closed	-$212K	–	102
2020 Q4	$212K	Buy	+1,000	New	+$197K	0.05%	83

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

New England Private Wealth Advisors's VOT Position: Q2 2026 in Review

New England Private Wealth Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,007 shares worth $294K. The position accounts for 0.03% of the portfolio, ranked #179.

New England Private Wealth Advisors first reported a position in VOT in Q4 2020 and has held it in 13 quarters since. The position peaked at $595K in Q4 2023. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

New England Private Wealth Advisors held 1,007 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $294K as of Q2 2026.
New England Private Wealth Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of New England Private Wealth Advisors's portfolio in Q2 2026, its #179 holding.
New England Private Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 13 quarters since.
New England Private Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $595K in Q4 2023.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on New England Private Wealth Advisors's 13F filing for Q2 2026, filed 4 Aug 2026.