Quest 10 Wealth Builders’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Quest 10 Wealth Builders’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	$123K	Sell	403 -2	-0.5%	-$577	0.1%	127
2026 Q1	$104K	Sell	405 -3	-0.7%	-$823	0.09%	134
2025 Q4	$114K	Sell	408 -3	-0.7%	-$859	0.1%	125
2025 Q3	$121K	Hold	411	–	–	0.11%	116
2025 Q2	$117K	Hold	411	–	–	0.11%	112
2025 Q1	$101K	Sell	411 -71	-15%	-$18.5K	0.11%	119
2024 Q4	$122K	Buy	+482	New	+$124K	0.12%	117

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

Quest 10 Wealth Builders's VOT Position: Q2 2026 in Review

Quest 10 Wealth Builders reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.49% in Q2 2026, selling an estimated $577 and leaving 403 shares worth $123K. The position accounts for 0.1% of the portfolio, ranked #127.

Quest 10 Wealth Builders first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Quest 10 Wealth Builders held 403 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $123K as of Q2 2026.
Quest 10 Wealth Builders sold 2 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $577.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.1% of Quest 10 Wealth Builders's portfolio in Q2 2026, its #127 holding.
Quest 10 Wealth Builders first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Quest 10 Wealth Builders's 13F filing for Q2 2026, filed 24 Jul 2026.