Planned Solutions’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Planned Solutions’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	$243K	Hold	793	–	–	0.07%	132
2026 Q1	$204K	Hold	793	–	–	0.07%	136
2025 Q4	$221K	Hold	793	–	–	0.07%	130
2025 Q3	$233K	Hold	793	–	–	0.08%	121
2025 Q2	$226K	Buy	+793	New	+$204K	0.09%	111
2025 Q1	–	Sell	-793	Closed	-$201K	–	120
2024 Q4	$201K	Hold	793	–	–	0.08%	109
2024 Q3	$193K	Buy	+793	New	+$185K	0.08%	117
2024 Q1	–	Sell	-793	Closed	-$174K	–	538
2023 Q4	$174K	Buy	+793	New	+$159K	0.08%	104
2022 Q1	–	Sell	-793	Closed	-$202K	–	81
2021 Q4	$202K	Buy	+793	New	+$200K	0.14%	77
2021 Q1	–	Sell	-793	Closed	-$168K	–	399
2020 Q4	$168K	Hold	793	–	–	0.13%	63
2020 Q3	$143K	Buy	+793	New	+$140K	0.14%	64

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

Planned Solutions's VOT Position: Q2 2026 in Review

Planned Solutions held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 793 shares worth $243K. The position accounts for 0.07% of the portfolio, ranked #132.

Planned Solutions first reported a position in VOT in Q3 2020 and has held it in 11 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Planned Solutions held 793 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $243K as of Q2 2026.
Planned Solutions 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 Planned Solutions's portfolio in Q2 2026, its #132 holding.
Planned Solutions first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2020 and has held it in 11 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Planned Solutions's 13F filing for Q2 2026, filed 13 Jul 2026.