SeaCrest Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $368K | Sell |
1,202
-506
| -30% | -$146K | 0.04% | 365 |
|
|
2026
Q1 | $440K | Sell |
1,708
-40
| -2% | -$11K | 0.05% | 359 |
|
|
2025
Q4 | $500K | Sell |
1,748
-65
| -4% | -$18.6K | 0.05% | 322 |
|
|
2025
Q3 | $539K | Sell |
1,813
-225
| -11% | -$64.9K | 0.06% | 290 |
|
|
2025
Q2 | $580K | Buy |
2,038
+182
| +10% | +$46.9K | 0.06% | 277 |
|
|
2025
Q1 | $454K | Sell |
1,856
-1,873
| -50% | -$487K | 0.05% | 355 |
|
|
2024
Q4 | $946K | Sell |
3,729
-85
| -2% | -$21.9K | 0.1% | 190 |
|
|
2024
Q3 | $929K | Buy |
3,814
+22
| +0.6% | +$5.12K | 0.1% | 198 |
|
|
2024
Q2 | $871K | Buy |
3,792
+8
| +0.2% | +$1.83K | 0.1% | 200 |
|
|
2024
Q1 | $892K | Buy |
3,784
+5
| +0.1% | +$1.12K | 0.11% | 194 |
|
|
2023
Q4 | $802K | Sell |
3,779
-343
| -8% | -$68.6K | 0.1% | 215 |
|
|
2023
Q3 | $803K | Buy |
4,122
+106
| +3% | +$21.6K | 0.1% | 212 |
|
|
2023
Q2 | $826K | Sell |
4,016
-25
| -0.6% | -$4.84K | 0.1% | 209 |
|
|
2023
Q1 | $788K | Buy |
4,041
+9
| +0.2% | +$1.72K | 0.11% | 215 |
|
|
2022
Q4 | $725K | Buy |
4,032
+139
| +4% | +$25.2K | 0.1% | 227 |
|
|
2022
Q3 | $664K | Sell |
3,893
-27
| -0.7% | -$5.11K | 0.1% | 217 |
|
|
2022
Q2 | $688K | Buy |
3,920
+586
| +18% | +$113K | 0.09% | 242 |
|
|
2022
Q1 | $743K | Buy |
3,334
+175
| +6% | +$38.6K | 0.09% | 243 |
|
|
2021
Q4 | $804K | Buy |
3,159
+538
| +21% | +$136K | 0.09% | 227 |
|
|
2021
Q3 | $619K | Buy |
2,621
+549
| +26% | +$133K | 0.07% | 282 |
|
|
2021
Q2 | $490K | Buy |
2,072
+2
| +0.1% | +$449 | 0.06% | 346 |
|
|
2021
Q1 | $444K | Buy |
2,070
+56
| +3% | +$12.1K | 0.06% | 341 |
|
|
2020
Q4 | $427K | Buy |
2,014
+6
| +0.3% | +$1.18K | 0.06% | 336 |
|
|
2020
Q3 | $362K | Buy |
2,008
+15
| +0.8% | +$2.65K | 0.06% | 332 |
|
|
2020
Q2 | $329K | Hold |
1,993
| – | – | 0.06% | 357 |
|
|
2020
Q1 | $253K | Buy |
1,993
+42
| +2% | +$6.38K | 0.05% | 374 |
|
|
2019
Q4 | $310K | Buy |
1,951
+4
| +0.2% | +$610 | 0.05% | 395 |
|
|
2019
Q3 | $288K | Buy |
1,947
+2
| +0.1% | +$300 | 0.05% | 406 |
|
|
2019
Q2 | $290K | Sell |
1,945
-18
| -0.9% | -$2.63K | 0.06% | 391 |
|
|
2019
Q1 | $280K | Hold |
1,963
| – | – | 0.05% | 378 |
|
|
2018
Q4 | $235K | Sell |
1,963
-167
| -8% | -$21.4K | 0.05% | 385 |
|
|
2018
Q3 | $304K | Buy |
2,130
+30
| +1% | +$4.2K | 0.05% | 388 |
|
|
2018
Q2 | $282K | Buy |
2,100
+73
| +4% | +$9.7K | 0.05% | 385 |
|
|
2018
Q1 | $263K | Buy |
2,027
+3
| +0.1% | +$394 | 0.05% | 399 |
|
|
2017
Q4 | $258K | Buy |
+2,024
| New | +$254K | 0.05% | 416 |
|
Other funds holding VOT
EWA
TI
SeaCrest Wealth Management's VOT Position: Q2 2026 in Review
SeaCrest Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 30% in Q2 2026, selling an estimated $146K and leaving 1,202 shares worth $368K. The position accounts for 0.04% of the portfolio, ranked #365.
SeaCrest Wealth Management first reported a position in VOT in Q4 2017 and has held it in 35 quarters since. The position peaked at $946K in Q4 2024. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- SeaCrest Wealth Management held 1,202 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $368K as of Q2 2026.
- SeaCrest Wealth Management sold 506 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $146K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of SeaCrest Wealth Management's portfolio in Q2 2026, its #365 holding.
- SeaCrest Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 35 quarters since.
- SeaCrest Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $946K in Q4 2024.
- 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on SeaCrest Wealth Management's 13F filing for Q2 2026, filed 9 Jul 2026.