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

Paulson Wealth Management’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	$326K	Hold	1,063	–	–	0.07%	114
2026 Q1	$274K	Sell	1,063 -324	-23%	-$88.9K	0.06%	112
2025 Q4	$387K	Sell	1,387 -550	-28%	-$157K	0.09%	95
2025 Q3	$569K	Sell	1,937 -963	-33%	-$278K	0.13%	77
2025 Q2	$825K	Sell	2,900 -136	-4%	-$35.1K	0.21%	56
2025 Q1	$743K	Sell	3,036 -686	-18%	-$178K	0.21%	49
2024 Q4	$945K	Sell	3,722 -1,681	-31%	-$433K	0.26%	44
2024 Q3	$1.32M	Sell	5,403 -2,191	-29%	-$510K	0.35%	36
2024 Q2	$1.74M	Sell	7,594 -995	-12%	-$228K	0.51%	32
2024 Q1	$2.03M	Sell	8,589 -559	-6%	-$125K	0.6%	28
2023 Q4	$2.01M	Sell	9,148 -267	-3%	-$53.4K	0.64%	29
2023 Q3	$1.83M	Sell	9,415 -95	-1%	-$19.4K	0.64%	27
2023 Q2	$1.96M	Buy	+9,510	New	+$1.84M	0.67%	26

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

Paulson Wealth Management's VOT Position: Q2 2026 in Review

Paulson Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,063 shares worth $326K. The position accounts for 0.07% of the portfolio, ranked #114.

Paulson Wealth Management first reported a position in VOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $2.03M in Q1 2024. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Paulson Wealth Management held 1,063 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $326K as of Q2 2026.
Paulson Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Paulson Wealth Management's portfolio in Q2 2026, its #114 holding.
Paulson Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
Paulson Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.03M in Q1 2024.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Paulson Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.