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Noble Wealth Management PBC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Noble Wealth Management PBC’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 		$398K Sell
1,300
-75
-5% -$21.6K 0.18% 115
2026
Q1 		$354K Hold
1,375
– – 0.18% 110
2025
Q4 		$384K Hold
1,375
– – 0.19% 101
2025
Q3 		$404K Buy
+1,375
New +$397K 0.22% 96
2025
Q1 		$336K Sell
1,375
-83
-6% -$21.6K 0.23% 103
2024
Q4 		$370K Buy
+1,458
New +$375K 0.26% 92

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return
OWM
Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Noble Wealth Management PBC's VOT Position: Q2 2026 in Review

Noble Wealth Management PBC reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.5% in Q2 2026, selling an estimated $21.6K and leaving 1,300 shares worth $398K. The position accounts for 0.18% of the portfolio, ranked #115.

Noble Wealth Management PBC first reported a position in VOT in Q4 2024 and has held it in 6 quarters since. The position peaked at $404K in Q3 2025. 529 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Noble Wealth Management PBC held 1,300 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $398K as of Q2 2026.
  • Noble Wealth Management PBC sold 75 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $21.6K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.18% of Noble Wealth Management PBC's portfolio in Q2 2026, its #115 holding.
  • Noble Wealth Management PBC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 6 quarters since.
  • Noble Wealth Management PBC's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $404K in Q3 2025.
  • 529 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Noble Wealth Management PBC's 13F filing for Q2 2026, filed 1 Jul 2026.