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

ORG 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 		$7.66K Hold
25
– – ﹤0.01% 556
2026
Q1 		$6.43K Buy
+25
New +$6.86K ﹤0.01% 535
2025
Q4 		– Sell
-90
Closed -$26.4K – 655
2025
Q3 		$26.4K Sell
90
-340
-79% -$98.1K 0.01% 362
2025
Q2 		$122K Buy
+430
New +$111K 0.03% 218

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

ORG Wealth Partners's VOT Position: Q2 2026 in Review

ORG Wealth Partners held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 25 shares worth $7.66K. The position accounts for ﹤0.01% of the portfolio, ranked #556.

ORG Wealth Partners first reported a position in VOT in Q2 2025 and has held it in 4 quarters since. The position peaked at $122K in Q2 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • ORG Wealth Partners held 25 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $7.66K as of Q2 2026.
  • ORG Wealth Partners left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of ORG Wealth Partners's portfolio in Q2 2026, its #556 holding.
  • ORG Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
  • ORG Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $122K in Q2 2025.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on ORG Wealth Partners's 13F filing for Q2 2026, filed 27 Jul 2026.