Retirement Income Solutions’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Retirement Income Solutions’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	$603K	Hold	2,343	–	–	0.1%	79
2026 Q1	$603K	Hold	2,343	–	–	0.1%	79
2025 Q4	$654K	Sell	2,343 -18	-0.8%	-$5.15K	0.11%	72
2025 Q3	$694K	Buy	2,361 +331	+16%	+$95.5K	0.12%	68
2025 Q2	$577K	Hold	2,030	–	–	0.11%	78
2025 Q1	$497K	Hold	2,030	–	–	0.1%	74
2024 Q4	$515K	Sell	2,030 -114	-5%	-$29.3K	0.1%	72
2024 Q3	$522K	Hold	2,144	–	–	0.12%	70
2024 Q2	$492K	Hold	2,144	–	–	0.12%	72
2024 Q1	$506K	Buy	+2,144	New	+$480K	0.11%	77
2022 Q4	–	Sell	-1,376	Closed	-$237K	–	127
2022 Q3	$237K	Hold	1,376	–	–	0.09%	99
2022 Q2	$241K	Buy	+1,376	New	+$266K	0.09%	95

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

Retirement Income Solutions's VOT Position: Q2 2026 in Review

Retirement Income Solutions held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 2,343 shares worth $603K. The position accounts for 0.1% of the portfolio, ranked #79.

Retirement Income Solutions first reported a position in VOT in Q2 2022 and has held it in 12 quarters since. The position peaked at $694K in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Retirement Income Solutions held 2,343 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $603K as of Q2 2026.
Retirement Income Solutions left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.1% of Retirement Income Solutions's portfolio in Q2 2026, its #79 holding.
Retirement Income Solutions first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2022 and has held it in 12 quarters since.
Retirement Income Solutions's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $694K in Q3 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Retirement Income Solutions's 13F filing for Q2 2026, filed 3 Aug 2026.