Presilium Private Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Presilium Private Wealth’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	$32M	Buy	104,624 +222	+0.2%	+$64K	4.92%	7
2026 Q1	$26.9M	Buy	104,402 +10,854	+12%	+$2.98M	4.74%	9
2025 Q4	$26.1M	Buy	93,548 +7,253	+8%	+$2.08M	4.77%	8
2025 Q3	$25.4M	Buy	86,295 +1,319	+2%	+$381K	4.81%	7
2025 Q2	$24.2M	Sell	84,976 -1,167	-1%	-$301K	4.94%	7
2025 Q1	$21.1M	Buy	86,143 +17,074	+25%	+$4.44M	4.72%	7
2024 Q4	$17.5M	Sell	69,069 -882	-1%	-$227K	4.03%	9
2024 Q3	$17M	Buy	69,951 +3,600	+5%	+$838K	3.92%	10
2024 Q2	$15.2M	Buy	66,351 +1,963	+3%	+$450K	3.85%	10
2024 Q1	$15.2M	Buy	64,388 +313	+0.5%	+$70.1K	4.03%	9
2023 Q4	$14.1M	Sell	64,075 -1,255	-2%	-$251K	4.01%	9
2023 Q3	$12.7M	Sell	65,330 -4,949	-7%	-$1.01M	4.05%	10
2023 Q2	$14.5M	Buy	70,279 +4,524	+7%	+$877K	4.96%	9
2023 Q1	$12.8M	Buy	65,755 +1,856	+3%	+$355K	4.95%	8
2022 Q4	$11.5M	Buy	+63,899	New	+$11.6M	4.82%	9

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

Presilium Private Wealth's VOT Position: Q2 2026 in Review

Presilium Private Wealth increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.21% in Q2 2026, buying an estimated $64K and bringing the position to 104,624 shares worth $32M. The position accounts for 4.92% of the portfolio, ranked #7.

Presilium Private Wealth first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. 1,096 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Presilium Private Wealth held 104,624 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $32M as of Q2 2026.
Presilium Private Wealth bought 222 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $64K.
Vanguard Morningstar Mid-Cap Growth ETF made up 4.92% of Presilium Private Wealth's portfolio in Q2 2026, its #7 holding.
Presilium Private Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
1,096 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Presilium Private Wealth's 13F filing for Q2 2026, filed 22 Jul 2026.