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PlanVest Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

PlanVest Financial’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 		$56.4K Sell
184
-3
-2% -$865 0.04% 208
2026
Q1 		$48.1K Buy
+187
New +$51.3K 0.04% 215

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

PlanVest Financial's VOT Position: Q2 2026 in Review

PlanVest Financial reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.6% in Q2 2026, selling an estimated $865 and leaving 184 shares worth $56.4K. The position accounts for 0.04% of the portfolio, ranked #208.

PlanVest Financial first reported a position in VOT in Q1 2026 and has held it in 2 quarters since. 1,076 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • PlanVest Financial held 184 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $56.4K as of Q2 2026.
  • PlanVest Financial sold 3 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $865.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of PlanVest Financial's portfolio in Q2 2026, its #208 holding.
  • PlanVest Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
  • 1,076 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on PlanVest Financial's 13F filing for Q2 2026, filed 10 Aug 2026.