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

Oakmont 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	$12.2K	Buy	+40	New	+$11.5K	0.01%	299

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

Oakmont Advisory Group's VOT Position: Q2 2026 in Review

Oakmont Advisory Group opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 40 shares worth $12.2K. The stake represents 0.01% of the portfolio and ranks #299 among its holdings.

1,096 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Oakmont Advisory Group held 40 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $12.2K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Oakmont Advisory Group position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Oakmont Advisory Group's portfolio in Q2 2026, its #299 holding.
1,096 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Oakmont Advisory Group's 13F filing for Q2 2026, filed 3 Aug 2026.