SWM
VOT icon

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

SHP 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 		$13.2K Hold
43
– – ﹤0.01% 889
2026
Q1 		$11.1K Hold
43
– – ﹤0.01% 873
2025
Q4 		$12K Buy
+43
New +$12.3K ﹤0.01% 788

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
TCIIS
TIAA-CREF Individual & Institutional Services New York $29.1B AUM
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

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

SHP Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 43 shares worth $13.2K. The position accounts for ﹤0.01% of the portfolio, ranked #889.

SHP Wealth Management first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. 816 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • SHP Wealth Management held 43 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $13.2K as of Q2 2026.
  • SHP Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up ﹤0.01% of SHP Wealth Management's portfolio in Q2 2026, its #889 holding.
  • SHP Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 816 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on SHP Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.