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rebel Financial’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

rebel Financial’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
Q1 		$3.36M Sell
13,039
-221
-2% -$60.6K 1.46% 29
2025
Q4 		$3.7M Buy
+13,260
New +$3.79M 1.58% 25
2025
Q3 		– Sell
-13,577
Closed -$3.92M – 24
2025
Q2 		$3.87M Buy
+13,577
New +$3.5M 1.76% 22

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.66T AUM 25.57% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.37T AUM 24.88% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Wells Fargo
Wells Fargo San Francisco, California $530B AUM 22.01% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $20.3B AUM
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $570B AUM 27.57% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $666B AUM 30.12% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $173B AUM 20.72% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.48B AUM 13.76% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $11.8B AUM 9.48% 1-Year Est. Return

rebel Financial's VOT Position: Q1 2026 in Review

rebel Financial reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.7% in Q1 2026, selling an estimated $60.6K and leaving 13,039 shares worth $3.36M. The position accounts for 1.46% of the portfolio, ranked #29.

rebel Financial first reported a position in VOT in Q2 2025 and has held it in 3 quarters since. The position peaked at $3.87M in Q2 2025. 1,054 funds tracked by Wall St. Rank hold VOT as of Q1 2026.

  • rebel Financial held 13,039 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.36M as of Q1 2026.
  • rebel Financial sold 221 Vanguard Morningstar Mid-Cap Growth ETF shares in Q1 2026, an estimated $60.6K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.46% of rebel Financial's portfolio in Q1 2026, its #29 holding.
  • rebel Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 3 quarters since.
  • rebel Financial's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.87M in Q2 2025.
  • 1,054 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q1 2026.

Based on rebel Financial's 13F filing for Q1 2026, filed 24 Apr 2026.