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

Sagace Wealth Management’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	$4.85M	Sell	15,823 -497	-3%	-$143K	3.04%	9
2026 Q1	$4.2M	Buy	16,320 +295	+2%	+$81K	2.82%	11
2025 Q4	$4.47M	Sell	16,025 -221	-1%	-$63.2K	3.03%	11
2025 Q3	$4.77M	Sell	16,246 -2,231	-12%	-$644K	3.24%	8
2025 Q2	$5.25M	Buy	18,477 +10,452	+130%	+$2.69M	3.93%	6
2025 Q1	$1.96M	Buy	8,025 +86	+1%	+$22.4K	1.48%	29
2024 Q4	$2.01M	Buy	7,939 +1,239	+18%	+$319K	1.51%	24
2024 Q3	$1.69M	Buy	6,700 +1,411	+27%	+$329K	1.3%	27
2024 Q2	$1.24M	Buy	+5,289	New	+$1.21M	1.22%	30

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

Sagace Wealth Management's VOT Position: Q2 2026 in Review

Sagace Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3% in Q2 2026, selling an estimated $143K and leaving 15,823 shares worth $4.85M. The position accounts for 3.04% of the portfolio, ranked #9.

Sagace Wealth Management first reported a position in VOT in Q2 2024 and has held it in 9 quarters since. The position peaked at $5.25M in Q2 2025. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Sagace Wealth Management held 15,823 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.85M as of Q2 2026.
Sagace Wealth Management sold 497 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $143K.
Vanguard Morningstar Mid-Cap Growth ETF made up 3.04% of Sagace Wealth Management's portfolio in Q2 2026, its #9 holding.
Sagace Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
Sagace Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $5.25M in Q2 2025.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sagace Wealth Management's 13F filing for Q2 2026, filed 3 Aug 2026.