Oak Harbor Wealth Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Oak Harbor Wealth Partners’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	$41K	Hold	134	–	–	0.02%	176
2026 Q1	$34.5K	Sell	134 -125	-48%	-$34.3K	0.01%	233
2025 Q4	$72.3K	Hold	259	–	–	0.02%	214
2025 Q3	$76.1K	Hold	259	–	–	0.02%	214
2025 Q2	$73.7K	Sell	259 -225	-46%	-$58K	0.02%	208
2025 Q1	$118K	Hold	484	–	–	0.03%	203
2024 Q4	$123K	Hold	484	–	–	0.04%	179
2024 Q3	$118K	Hold	484	–	–	0.03%	175
2024 Q2	$111K	Hold	484	–	–	0.03%	171
2024 Q1	$114K	Hold	484	–	–	0.04%	178
2023 Q4	$106K	Hold	484	–	–	0.04%	176
2023 Q3	$94.3K	Hold	484	–	–	0.03%	179
2023 Q2	$99.6K	Hold	484	–	–	0.03%	182
2023 Q1	$94.3K	Hold	484	–	–	0.03%	177
2022 Q4	$87K	Buy	484 +350	+261%	+$63.4K	0.03%	174
2022 Q3	$23K	Hold	134	–	–	0.01%	189
2022 Q2	$24K	Hold	134	–	–	0.01%	187
2022 Q1	$30K	Hold	134	–	–	0.01%	198
2021 Q4	$34K	Buy	+134	New	+$33.8K	0.01%	202

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

Oak Harbor Wealth Partners's VOT Position: Q2 2026 in Review

Oak Harbor Wealth Partners held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 134 shares worth $41K. The position accounts for 0.02% of the portfolio, ranked #176.

Oak Harbor Wealth Partners first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $123K in Q4 2024. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Oak Harbor Wealth Partners held 134 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $41K as of Q2 2026.
Oak Harbor Wealth Partners left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Oak Harbor Wealth Partners's portfolio in Q2 2026, its #176 holding.
Oak Harbor Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Oak Harbor Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $123K in Q4 2024.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Oak Harbor Wealth Partners's 13F filing for Q2 2026, filed 6 Aug 2026.