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

Provident Wealth 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 		$16.8M Buy
54,971
+26,848
+95% +$7.74M 4.34% 6
2026
Q1 		$7.24M Buy
28,123
+72
+0.3% +$19.8K 2.19% 11
2025
Q4 		$7.83M Buy
28,051
+430
+2% +$123K 2.32% 7
2025
Q3 		$8.11M Sell
27,621
-68
-0.2% -$19.6K 2.45% 7
2025
Q2 		$7.87M Sell
27,689
-374
-1% -$96.4K 2.57% 7
2025
Q1 		$6.87M Buy
28,063
+648
+2% +$168K 2.37% 7
2024
Q4 		$6.96M Buy
27,415
+1,415
+5% +$364K 2.32% 7
2024
Q3 		$6.33M Buy
26,000
+1,537
+6% +$358K 2.16% 7
2024
Q2 		$5.62M Buy
24,463
+1,439
+6% +$330K 2.05% 9
2024
Q1 		$5.43M Sell
23,024
-68
-0.3% -$15.2K 2.03% 11
2023
Q4 		$5.07M Sell
23,092
-85
-0.4% -$17K 2.22% 10
2023
Q3 		$4.51M Buy
23,177
+123
+0.5% +$25.1K 2.19% 11
2023
Q2 		$4.74M Sell
23,054
-559
-2% -$108K 2.34% 10
2023
Q1 		$4.6M Sell
23,613
-641
-3% -$123K 2.35% 10
2022
Q4 		$4.36M Sell
24,254
-1,668
-6% -$302K 2.56% 10
2022
Q3 		$4.42M Buy
25,922
+4,896
+23% +$927K 2.67% 10
2022
Q2 		$3.69M Buy
21,026
+3,123
+17% +$605K 2.34% 13
2022
Q1 		$3.99M Buy
17,903
+17,611
+6,031% +$3.89M 2.42% 13
2021
Q4 		$74K Hold
292
– – 0.05% 67
2021
Q3 		$69K Sell
292
-6
-2% -$1.45K 0.05% 61
2021
Q2 		$70K Hold
298
– – 0.06% 62
2021
Q1 		$64K Sell
298
-238
-44% -$51.6K 0.07% 58
2020
Q4 		$114K Buy
536
+36
+7% +$7.09K 0.13% 54
2020
Q3 		$90K Buy
500
+248
+98% +$43.7K 0.1% 71
2020
Q2 		$42K Buy
+252
New +$38.1K 0.05% 49

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

Provident Wealth Management's VOT Position: Q2 2026 in Review

Provident Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 95% in Q2 2026, buying an estimated $7.74M and bringing the position to 54,971 shares worth $16.8M. The position accounts for 4.34% of the portfolio, ranked #6.

Provident Wealth Management first reported a position in VOT in Q2 2020 and has held it in 25 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Provident Wealth Management held 54,971 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $16.8M as of Q2 2026.
  • Provident Wealth Management bought 26,848 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $7.74M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 4.34% of Provident Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Provident Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Provident Wealth Management's 13F filing for Q2 2026, filed 4 Aug 2026.