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Provident Living Financial Services’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Provident Living Financial Services’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 		$948K Sell
3,096
-1
-0% -$288 0.93% 23
2026
Q1 		$797K Sell
3,097
-12
-0.4% -$3.29K 0.88% 25
2025
Q4 		$868K Buy
+3,109
New +$890K 0.85% 25

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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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 1-Year Est. Return
AWM
Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

Provident Living Financial Services's VOT Position: Q2 2026 in Review

Provident Living Financial Services reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.03% in Q2 2026, selling an estimated $288 and leaving 3,096 shares worth $948K. The position accounts for 0.93% of the portfolio, ranked #23.

Provident Living Financial Services first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. 706 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Provident Living Financial Services held 3,096 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $948K as of Q2 2026.
  • Provident Living Financial Services sold 1 Vanguard Morningstar Mid-Cap Growth ETF share in Q2 2026, an estimated $288.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.93% of Provident Living Financial Services's portfolio in Q2 2026, its #23 holding.
  • Provident Living Financial Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 706 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Provident Living Financial Services's 13F filing for Q2 2026, filed 5 Aug 2026.