Peak Retirement Planning’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Peak Retirement 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 Q2	$4.07M	Sell	13,285 -4,887	-27%	-$1.41M	0.64%	43
2026 Q1	$4.68M	Buy	18,172 +1,433	+9%	+$393K	0.93%	22
2025 Q4	$4.67M	Sell	16,739 -9,727	-37%	-$2.78M	1.09%	19
2025 Q3	$7.78M	Buy	26,466 +7,218	+38%	+$2.08M	2.19%	12
2025 Q2	$5.47M	Buy	19,248 +6,811	+55%	+$1.76M	2.21%	11
2025 Q1	$3.04M	Buy	12,437 +1,685	+16%	+$438K	1.69%	15
2024 Q4	$2.73M	Buy	+10,752	New	+$2.77M	1.84%	14

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

Peak Retirement Planning's VOT Position: Q2 2026 in Review

Peak Retirement Planning reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 27% in Q2 2026, selling an estimated $1.41M and leaving 13,285 shares worth $4.07M. The position accounts for 0.64% of the portfolio, ranked #43.

Peak Retirement Planning first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $7.78M in Q3 2025. 1,096 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Peak Retirement Planning held 13,285 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.07M as of Q2 2026.
Peak Retirement Planning sold 4,887 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.41M.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.64% of Peak Retirement Planning's portfolio in Q2 2026, its #43 holding.
Peak Retirement Planning first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
Peak Retirement Planning's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $7.78M in Q3 2025.
1,096 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Peak Retirement Planning's 13F filing for Q2 2026, filed 10 Aug 2026.