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

Quadrant Private 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	–	Sell	-6,700	Closed	-$1.72M	–	300
2026 Q1	$1.72M	Buy	6,700 +284	+4%	+$77.9K	0.27%	92
2025 Q4	$1.79M	Hold	6,416	–	–	0.29%	83
2025 Q3	$1.89M	Hold	6,416	–	–	0.34%	75
2025 Q2	$1.83M	Buy	6,416 +185	+3%	+$47.7K	0.38%	71
2025 Q1	$1.52M	Hold	6,231	–	–	0.38%	73
2024 Q4	$1.58M	Hold	6,231	–	–	0.39%	69
2024 Q3	$1.52M	Hold	6,231	–	–	0.38%	74
2024 Q2	$1.43M	Hold	6,231	–	–	0.33%	75
2024 Q1	$1.47M	Hold	6,231	–	–	0.37%	72
2023 Q4	$1.37M	Buy	+6,231	New	+$1.25M	0.38%	70
2023 Q3	–	Sell	-6,231	Closed	-$1.28M	–	249
2023 Q2	$1.28M	Hold	6,231	–	–	0.37%	70
2023 Q1	$1.21M	Hold	6,231	–	–	0.38%	71
2022 Q4	$1.12M	Buy	+6,231	New	+$1.13M	0.38%	73

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

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

Quadrant Private Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 6,700 shares — an estimated $1.72M sold.

Quadrant Private Wealth Management first reported a position in VOT in Q4 2022 and held it in 13 quarters. The position peaked at $1.89M in Q3 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Quadrant Private Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Quadrant Private Wealth Management sold 6,700 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $1.72M.
Quadrant Private Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and held it in 13 quarters.
Quadrant Private Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.89M in Q3 2025.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Quadrant Private Wealth Management's 13F filing for Q2 2026, filed 30 Jul 2026.