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Partners in Financial Planning’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Partners in Financial Planning’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
Q1 		$339K Buy
1,316
+3
+0.2% +$823 0.06% 96
2025
Q4 		$367K Sell
1,313
-66
-5% -$18.9K 0.06% 91
2025
Q3 		$405K Buy
1,379
+1
+0.1% +$288 0.07% 82
2025
Q2 		$392K Hold
1,378
– – 0.07% 83
2025
Q1 		$337K Buy
1,378
+2
+0.1% +$520 0.07% 81
2024
Q4 		$349K Buy
1,376
+1
+0.1% +$257 0.07% 78
2024
Q3 		$335K Sell
1,375
-28
-2% -$6.52K 0.07% 83
2024
Q2 		$322K Sell
1,403
-89
-6% -$20.4K 0.07% 84
2024
Q1 		$352K Hold
1,492
– – 0.08% 76
2023
Q4 		$328K Buy
1,492
+1
+0.1% +$200 0.08% 78
2023
Q3 		$290K Buy
1,491
+1
+0.1% +$204 0.07% 80
2023
Q2 		$307K Buy
1,490
+1
+0.1% +$194 0.08% 77
2023
Q1 		$290K Buy
1,489
+2
+0.1% +$383 0.08% 75
2022
Q4 		$265K Buy
1,487
+2
+0.1% +$362 0.07% 80
2022
Q3 		$276K Sell
1,485
-67
-4% -$12.7K 0.08% 77
2022
Q2 		$305K Sell
1,552
-9
-0.6% -$1.74K 0.1% 77
2022
Q1 		$319K Buy
1,561
+2
+0.1% +$441 0.1% 68
2021
Q4 		$344K Buy
1,559
+1
+0.1% +$252 0.11% 66
2021
Q3 		$368K Buy
1,558
+71
+5% +$17.2K 0.11% 62
2021
Q2 		$352K Buy
+1,487
New +$333K 0.11% 63

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return

Partners in Financial Planning's VOT Position: Q1 2026 in Review

Partners in Financial Planning increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.23% in Q1 2026, buying an estimated $823 and bringing the position to 1,316 shares worth $339K. The position accounts for 0.06% of the portfolio, ranked #96.

Partners in Financial Planning first reported a position in VOT in Q2 2021 and has held it in 20 quarters since. The position peaked at $405K in Q3 2025. 1,056 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • Partners in Financial Planning held 1,316 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $339K as of Q1 2026.
  • Partners in Financial Planning bought 3 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $823.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Partners in Financial Planning's portfolio in Q1 2026, its #96 holding.
  • Partners in Financial Planning first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • Partners in Financial Planning's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $405K in Q3 2025.
  • 1,056 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on Partners in Financial Planning's 13F filing for Q1 2026, filed 11 May 2026.