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

Private Wealth Asset Management’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	$90.6K	Buy	396 +1	+0.3%	+$288	0.01%	344
2026 Q1	$102K	Buy	395 +1	+0.3%	+$274	0.01%	328
2025 Q4	$110K	Buy	394 +1	+0.3%	+$286	0.01%	319
2025 Q3	$116K	Hold	393	–	–	0.01%	290
2025 Q2	$112K	Hold	393	–	–	0.01%	299
2025 Q1	$96.1K	Buy	+393	New	+$102K	0.01%	302

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

Private Wealth Asset Management's VOT Position: Q2 2026 in Review

Private Wealth Asset Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.25% in Q2 2026, buying an estimated $288 and bringing the position to 396 shares worth $90.6K. The position accounts for 0.01% of the portfolio, ranked #344.

Private Wealth Asset Management first reported a position in VOT in Q1 2025 and has held it in 6 quarters since. The position peaked at $116K in Q3 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Private Wealth Asset Management held 396 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $90.6K as of Q2 2026.
Private Wealth Asset Management bought 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $288.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Private Wealth Asset Management's portfolio in Q2 2026, its #344 holding.
Private Wealth Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
Private Wealth Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $116K in Q3 2025.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Private Wealth Asset Management's 13F filing for Q2 2026, filed 11 Aug 2026.