PCG
VOT icon

Prosperity Consulting Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Prosperity Consulting 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 		$5.39M Sell
17,582
-455
-3% -$131K 0.2% 92
2026
Q1 		$4.64M Sell
18,037
-338
-2% -$92.8K 0.21% 85
2025
Q4 		$5.13M Sell
18,375
-1,151
-6% -$329K 0.23% 81
2025
Q3 		$5.74M Sell
19,526
-340
-2% -$98.1K 0.28% 71
2025
Q2 		$5.65M Sell
19,866
-794
-4% -$205K 0.41% 57
2025
Q1 		$5.05M Sell
20,660
-1,406
-6% -$366K 0.39% 59
2024
Q4 		$5.6M Sell
22,066
-368
-2% -$94.7K 0.42% 54
2024
Q3 		$5.46M Buy
+22,434
New +$5.22M 0.43% 54

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

Prosperity Consulting Group's VOT Position: Q2 2026 in Review

Prosperity Consulting Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.5% in Q2 2026, selling an estimated $131K and leaving 17,582 shares worth $5.39M. The position accounts for 0.2% of the portfolio, ranked #92.

Prosperity Consulting Group first reported a position in VOT in Q3 2024 and has held it in 8 quarters since. The position peaked at $5.74M in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Prosperity Consulting Group held 17,582 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $5.39M as of Q2 2026.
  • Prosperity Consulting Group sold 455 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $131K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.2% of Prosperity Consulting Group's portfolio in Q2 2026, its #92 holding.
  • Prosperity Consulting Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
  • Prosperity Consulting Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $5.74M in Q3 2025.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Prosperity Consulting Group's 13F filing for Q2 2026, filed 13 Aug 2026.