Paulson Wealth Management
VOT icon

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
Q3 		$238K Sell
815
-248
-23% -$74.3K 0.05% 129
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
Morgan Stanley New York $1.96T AUM 27.49% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
EP Wealth Advisors
EP Wealth Advisors Torrance, California $24.4B AUM 17.62% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $273B AUM 15.34% 1-Year Est. Return
Truepoint Inc
Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $192B AUM 13.66% 1-Year Est. Return

Paulson Wealth Management's VOT Position: Q3 2026 in Review

Paulson Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 23% in Q3 2026, selling an estimated $74.3K and leaving 815 shares worth $238K. The position accounts for 0.05% of the portfolio, ranked #129.

Paulson Wealth Management first reported a position in VOT in Q2 2023 and has held it in 14 quarters since. The position peaked at $2.03M in Q1 2024. 989 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Paulson Wealth Management held 815 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $238K as of Q3 2026.
  • Paulson Wealth Management sold 248 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $74.3K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Paulson Wealth Management's portfolio in Q3 2026, its #129 holding.
  • Paulson Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2023 and has held it in 14 quarters since.
  • Paulson Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.03M in Q1 2024.
  • 989 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Paulson Wealth Management's 13F filing for Q3 2026, filed 2 Nov 2026.