Peterson Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Peterson Wealth Advisors’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	$453K	Buy	1,478 +10	+0.7%	+$2.88K	0.05%	72
2026 Q1	$378K	Sell	1,468 -234	-14%	-$64.2K	0.05%	76
2025 Q4	$475K	Buy	1,702 +603	+55%	+$173K	0.06%	69
2025 Q3	$323K	Buy	1,099 +89	+9%	+$25.7K	0.05%	87
2025 Q2	$287K	Sell	1,010 -7	-0.7%	-$1.8K	0.05%	83
2025 Q1	$224K	Buy	+1,017	New	+$264K	0.04%	84

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

Peterson Wealth Advisors's VOT Position: Q2 2026 in Review

Peterson Wealth Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.68% in Q2 2026, buying an estimated $2.88K and bringing the position to 1,478 shares worth $453K. The position accounts for 0.05% of the portfolio, ranked #72.

Peterson Wealth Advisors first reported a position in VOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $475K in Q4 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Peterson Wealth Advisors held 1,478 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $453K as of Q2 2026.
Peterson Wealth Advisors bought 10 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.88K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Peterson Wealth Advisors's portfolio in Q2 2026, its #72 holding.
Peterson Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Peterson Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $475K in Q4 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Peterson Wealth Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.