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Savvy Advisors Inc’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Savvy Advisors Inc’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 		$1.43M Buy
4,662
+745
+19% +$215K 0.03% 418
2026
Q1 		$1.01M Buy
3,917
+450
+13% +$123K 0.03% 427
2025
Q4 		$968K Buy
3,467
+159
+5% +$45.5K 0.03% 367
2025
Q3 		$972K Buy
3,308
+346
+12% +$99.8K 0.04% 274
2025
Q2 		$842K Buy
2,962
+1,091
+58% +$281K 0.06% 245
2025
Q1 		$458K Buy
1,871
+393
+27% +$102K 0.05% 301
2024
Q4 		$375K Buy
+1,478
New +$380K 0.05% 293

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

Savvy Advisors Inc's VOT Position: Q2 2026 in Review

Savvy Advisors Inc increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 19% in Q2 2026, buying an estimated $215K and bringing the position to 4,662 shares worth $1.43M. The position accounts for 0.03% of the portfolio, ranked #418.

Savvy Advisors Inc first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Savvy Advisors Inc held 4,662 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.43M as of Q2 2026.
  • Savvy Advisors Inc bought 745 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $215K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Savvy Advisors Inc's portfolio in Q2 2026, its #418 holding.
  • Savvy Advisors Inc first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Savvy Advisors Inc's 13F filing for Q2 2026, filed 3 Aug 2026.