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

Prestige Wealth Management 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	$19K	Hold	62	–	–	﹤0.01%	357
2026 Q1	$16K	Sell	62 -6	-9%	-$1.65K	﹤0.01%	365
2025 Q4	$19K	Sell	68 -6	-8%	-$1.72K	﹤0.01%	352
2025 Q3	$21.8K	Sell	74 -1	-1%	-$288	﹤0.01%	353
2025 Q2	$21.4K	Hold	75	–	–	﹤0.01%	342
2025 Q1	$18.3K	Sell	75 -2	-3%	-$520	﹤0.01%	357
2024 Q4	$19.5K	Hold	77	–	–	﹤0.01%	357
2024 Q3	$18.7K	Buy	77 +9	+13%	+$2.1K	﹤0.01%	353
2024 Q2	$15.6K	Hold	68	–	–	﹤0.01%	346
2024 Q1	$16K	Buy	68 +1	+1%	+$224	﹤0.01%	373
2023 Q4	$14.7K	Buy	67 +8	+14%	+$1.6K	﹤0.01%	375
2023 Q3	$11.5K	Buy	59 +40	+211%	+$8.17K	﹤0.01%	416
2023 Q2	$3.91K	Sell	19 -3	-14%	-$581	﹤0.01%	651
2023 Q1	$4.29K	Sell	22 -71	-76%	-$13.6K	﹤0.01%	610
2022 Q4	$16.7K	Buy	93 +83	+830%	+$15K	﹤0.01%	380
2022 Q3	$2K	Hold	10	–	–	﹤0.01%	788
2022 Q2	$2K	Buy	+10	New	+$1.94K	﹤0.01%	803

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

Prestige Wealth Management Group's VOT Position: Q2 2026 in Review

Prestige Wealth Management Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 62 shares worth $19K. The position accounts for ﹤0.01% of the portfolio, ranked #357.

Prestige Wealth Management Group first reported a position in VOT in Q2 2022 and has held it in 17 quarters since. The position peaked at $21.8K in Q3 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Prestige Wealth Management Group held 62 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $19K as of Q2 2026.
Prestige Wealth Management Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of Prestige Wealth Management Group's portfolio in Q2 2026, its #357 holding.
Prestige Wealth Management Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
Prestige Wealth Management Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $21.8K in Q3 2025.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Prestige Wealth Management Group's 13F filing for Q2 2026, filed 14 Aug 2026.