Portside Wealth Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Portside Wealth Group’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	–	Sell	-787	Closed	-$203K	–	558
2026 Q1	$203K	Buy	+787	New	+$216K	0.03%	449
2025 Q2	–	Sell	-1,945	Closed	-$476K	–	480
2025 Q1	$476K	Buy	1,945 +1,015	+109%	+$264K	0.08%	232
2024 Q4	$236K	Buy	+930	New	+$239K	0.04%	374

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

Portside Wealth Group's VOT Position: Q2 2026 in Review

Portside Wealth Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 787 shares — an estimated $203K sold.

Portside Wealth Group first reported a position in VOT in Q4 2024 and held it in 3 quarters. The position peaked at $476K in Q1 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Portside Wealth Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Portside Wealth Group sold 787 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $203K.
Portside Wealth Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 3 quarters.
Portside Wealth Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $476K in Q1 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Portside Wealth Group's 13F filing for Q2 2026, filed 14 Jul 2026.