NW
VOT icon

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

NewEdge Wealth’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 		$12.8M Buy
41,693
+54
+0.1% +$15.6K 0.13% 120
2026
Q1 		$10.7M Buy
41,639
+5,539
+15% +$1.52M 0.13% 118
2025
Q4 		$10.1M Sell
36,100
-2,652
-7% -$759K 0.11% 138
2025
Q3 		$11.1M Buy
38,752
+5,687
+17% +$1.64M 0.16% 114
2025
Q2 		$9.52M Buy
33,065
+515
+2% +$133K 0.15% 122
2025
Q1 		$7.96M Sell
32,550
-1,150
-3% -$299K 0.14% 128
2024
Q4 		$8.55M Sell
33,700
-1,116
-3% -$287K 0.15% 124
2024
Q3 		$8.48M Sell
34,816
-37
-0.1% -$8.62K 0.15% 134
2024
Q2 		$8M Sell
34,853
-10,764
-24% -$2.47M 0.17% 119
2024
Q1 		$10.3M Sell
45,617
-2,488
-5% -$557K 0.23% 108
2023
Q4 		$10.6M Buy
48,105
+56
+0.1% +$11.2K 0.27% 93
2023
Q3 		$9.36M Buy
48,049
+12
+0% +$2.45K 0.3% 96
2023
Q2 		$9.88M Sell
48,037
-416
-0.9% -$80.6K 0.33% 86
2023
Q1 		$9.44M Buy
48,453
+2,973
+7% +$569K 0.36% 81
2022
Q4 		$8.18M Buy
45,480
+4,412
+11% +$799K 0.35% 81
2022
Q3 		$7M Sell
41,068
-257
-0.6% -$48.6K 0.33% 84
2022
Q2 		$7.25M Sell
41,325
-3,125
-7% -$605K 0.33% 78
2022
Q1 		$9.9M Sell
44,450
-9,403
-17% -$2.08M 0.44% 60
2021
Q4 		$13.7M Buy
53,853
+3,870
+8% +$975K 0.57% 37
2021
Q3 		$11.8M Buy
49,983
+74
+0.1% +$17.9K 0.7% 32
2021
Q2 		$11.8M Buy
49,909
+847
+2% +$190K 0.9% 26
2021
Q1 		$10.5M Buy
49,062
+26,300
+116% +$5.71M 1.05% 18
2020
Q4 		$4.83M Buy
+22,762
New +$4.48M 1.49% 18

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

NewEdge Wealth's VOT Position: Q2 2026 in Review

NewEdge Wealth increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.13% in Q2 2026, buying an estimated $15.6K and bringing the position to 41,693 shares worth $12.8M. The position accounts for 0.13% of the portfolio, ranked #120.

NewEdge Wealth first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $13.7M in Q4 2021. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • NewEdge Wealth held 41,693 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $12.8M as of Q2 2026.
  • NewEdge Wealth bought 54 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $15.6K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.13% of NewEdge Wealth's portfolio in Q2 2026, its #120 holding.
  • NewEdge Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • NewEdge Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $13.7M in Q4 2021.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on NewEdge Wealth's 13F filing for Q2 2026, filed 10 Aug 2026.