PP
VOT icon

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

Prosperity Planning’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 		$10.5M Buy
34,198
+833
+2% +$240K 2.4% 13
2026
Q1 		$8.59M Buy
33,365
+967
+3% +$265K 2.18% 16
2025
Q4 		$9.04M Buy
32,398
+102
+0.3% +$29.2K 2.37% 13
2025
Q3 		$9.49M Sell
32,296
-49
-0.2% -$14.1K 2.56% 11
2025
Q2 		$9.2M Buy
32,345
+794
+3% +$205K 2.65% 11
2025
Q1 		$7.72M Buy
31,551
+227
+0.7% +$59K 2.42% 13
2024
Q4 		$7.95M Sell
31,324
-742
-2% -$191K 2.55% 12
2024
Q3 		$7.81M Buy
32,066
+324
+1% +$75.5K 2.47% 12
2024
Q2 		$7.29M Buy
31,742
+374
+1% +$85.8K 2.49% 12
2024
Q1 		$7.4M Buy
31,368
+969
+3% +$217K 2.56% 12
2023
Q4 		$6.67M Buy
30,399
+917
+3% +$183K 2.5% 12
2023
Q3 		$5.74M Buy
29,482
+963
+3% +$197K 2.4% 12
2023
Q2 		$5.87M Buy
28,519
+1,472
+5% +$285K 2.42% 12
2023
Q1 		$5.27M Buy
27,047
+1,600
+6% +$306K 2.3% 12
2022
Q4 		$4.72M Hold
25,447
– – 2.33% 12
2022
Q3 		$4.34M Buy
25,447
+7,229
+40% +$1.37M 2.27% 12
2022
Q2 		$4.26M Buy
+18,218
New +$3.53M 2.18% 13
2022
Q1 		– Hold
0
– – – 12
2021
Q4 		– Hold
0
– – – 12
2021
Q3 		– Hold
0
– – – 12
2021
Q2 		– Sell
-15,846
Closed -$3.55M – 12
2021
Q1 		$3.4M Buy
15,846
+1,546
+11% +$335K 2.41% 12
2020
Q4 		$3.03M Buy
+14,300
New +$2.82M 2.57% 12

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 Planning's VOT Position: Q2 2026 in Review

Prosperity Planning increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.5% in Q2 2026, buying an estimated $240K and bringing the position to 34,198 shares worth $10.5M. The position accounts for 2.4% of the portfolio, ranked #13.

Prosperity Planning first reported a position in VOT in Q4 2020 and has held it in 19 quarters since. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Prosperity Planning held 34,198 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $10.5M as of Q2 2026.
  • Prosperity Planning bought 833 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $240K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 2.4% of Prosperity Planning's portfolio in Q2 2026, its #13 holding.
  • Prosperity Planning first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 19 quarters since.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Prosperity Planning's 13F filing for Q2 2026, filed 10 Jul 2026.