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

Resurgent Financial Advisors’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	$709K	Sell	2,316 -18	-0.8%	-$5.19K	0.2%	116
2026 Q1	$601K	Buy	2,334 +64	+3%	+$17.6K	0.22%	113
2025 Q4	$634K	Buy	2,270 +20	+0.9%	+$5.72K	0.32%	93
2025 Q3	$661K	Sell	2,250 -30	-1%	-$8.65K	0.32%	87
2025 Q2	$648K	Sell	2,280 -157	-6%	-$40.5K	0.36%	75
2025 Q1	$596K	Sell	2,437 -19	-0.8%	-$4.94K	0.36%	80
2024 Q4	$623K	Buy	2,456 +15	+0.6%	+$3.86K	0.37%	78
2024 Q3	$594K	Buy	2,441 +165	+7%	+$38.4K	0.35%	84
2024 Q2	$522K	Buy	+2,276	New	+$522K	0.32%	95
2024 Q1	–	Sell	-96	Closed	-$21.1K	–	475
2023 Q4	$21.1K	Buy	+96	New	+$19.2K	0.01%	483

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

Resurgent Financial Advisors's VOT Position: Q2 2026 in Review

Resurgent Financial Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.77% in Q2 2026, selling an estimated $5.19K and leaving 2,316 shares worth $709K. The position accounts for 0.2% of the portfolio, ranked #116.

Resurgent Financial Advisors first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Resurgent Financial Advisors held 2,316 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $709K as of Q2 2026.
Resurgent Financial Advisors sold 18 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.19K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.2% of Resurgent Financial Advisors's portfolio in Q2 2026, its #116 holding.
Resurgent Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Resurgent Financial Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.