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

Revolve Wealth Partners’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 		$900K Sell
2,940
-44
-1% -$12.7K 0.09% 119
2026
Q1 		$768K Sell
2,984
-76
-2% -$20.9K 0.1% 97
2025
Q4 		$854K Hold
3,060
– – 0.1% 98
2025
Q3 		$899K Sell
3,060
-270
-8% -$77.9K 0.11% 95
2025
Q2 		$947K Buy
3,330
+634
+24% +$163K 0.12% 89
2025
Q1 		$659K Hold
2,696
– – 0.1% 97
2024
Q4 		$684K Sell
2,696
-83
-3% -$21.4K 0.1% 95
2024
Q3 		$677K Buy
2,779
+336
+14% +$78.2K 0.1% 93
2024
Q2 		$561K Sell
2,443
-218
-8% -$50K 0.09% 97
2024
Q1 		$627K Buy
2,661
+165
+7% +$37K 0.11% 90
2023
Q4 		$548K Buy
2,496
+11
+0.4% +$2.2K 0.11% 89
2023
Q3 		$484K Buy
2,485
+6
+0.2% +$1.23K 0.11% 88
2023
Q2 		$510K Sell
2,479
-55
-2% -$10.7K 0.12% 82
2023
Q1 		$494K Hold
2,534
– – 0.13% 81
2022
Q4 		$456K Sell
2,534
-180
-7% -$32.6K 0.13% 81
2022
Q3 		$463K Sell
2,714
-100
-4% -$18.9K 0.15% 76
2022
Q2 		$494K Buy
2,814
+8
+0.3% +$1.55K 0.16% 72
2022
Q1 		$625K Sell
2,806
-33
-1% -$7.28K 0.18% 67
2021
Q4 		$723K Buy
+2,839
New +$716K 0.21% 67

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

Revolve Wealth Partners's VOT Position: Q2 2026 in Review

Revolve Wealth Partners reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.5% in Q2 2026, selling an estimated $12.7K and leaving 2,940 shares worth $900K. The position accounts for 0.09% of the portfolio, ranked #119.

Revolve Wealth Partners first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $947K in Q2 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Revolve Wealth Partners held 2,940 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $900K as of Q2 2026.
  • Revolve Wealth Partners sold 44 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $12.7K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.09% of Revolve Wealth Partners's portfolio in Q2 2026, its #119 holding.
  • Revolve Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • Revolve Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $947K in Q2 2025.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Revolve Wealth Partners's 13F filing for Q2 2026, filed 9 Jul 2026.