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

Regimen Wealth’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 		$12.9M Buy
42,211
+287
+0.7% +$82.8K 3.48% 13
2026
Q1 		$10.8M Buy
41,924
+3,720
+10% +$1.02M 3.15% 14
2025
Q4 		$10.7M Sell
38,204
-137
-0.4% -$39.2K 3.12% 16
2025
Q3 		$11.3M Sell
38,341
-284
-0.7% -$81.9K 3.34% 13
2025
Q2 		$11M Buy
38,625
+8,379
+28% +$2.16M 3.41% 13
2025
Q1 		$7.4M Buy
30,246
+281
+0.9% +$73.1K 2.38% 15
2024
Q4 		$7.6M Sell
29,965
-1,642
-5% -$423K 2.48% 15
2024
Q3 		$7.7M Buy
31,607
+227
+0.7% +$52.9K 2.49% 16
2024
Q2 		$7.2M Sell
31,380
-169
-0.5% -$38.8K 2.48% 16
2024
Q1 		$7.44M Sell
31,549
-2,329
-7% -$522K 2.58% 16
2023
Q4 		$7.48M Sell
33,878
-845
-2% -$169K 2.86% 15
2023
Q3 		$6.76M Sell
34,723
-259
-0.7% -$52.9K 2.78% 16
2023
Q2 		$7.2M Buy
34,982
+2,126
+6% +$412K 2.98% 16
2023
Q1 		$6.66M Buy
32,856
+7,172
+28% +$1.37M 2.88% 16
2022
Q4 		$4.58M Buy
+25,684
New +$4.65M 3.07% 10

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

Regimen Wealth's VOT Position: Q2 2026 in Review

Regimen Wealth increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.68% in Q2 2026, buying an estimated $82.8K and bringing the position to 42,211 shares worth $12.9M. The position accounts for 3.48% of the portfolio, ranked #13.

Regimen Wealth first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. 1,096 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Regimen Wealth held 42,211 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $12.9M as of Q2 2026.
  • Regimen Wealth bought 287 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $82.8K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 3.48% of Regimen Wealth's portfolio in Q2 2026, its #13 holding.
  • Regimen Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
  • 1,096 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Regimen Wealth's 13F filing for Q2 2026, filed 5 Aug 2026.