Signal Advisors Wealth’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Signal Advisors Wealth’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	$996K	Sell	3,253 -138	-4%	-$39.8K	0.05%	277
2026 Q1	$873K	Buy	3,391 +507	+18%	+$139K	0.06%	257
2025 Q4	$805K	Buy	2,884 +236	+9%	+$67.5K	0.06%	229
2025 Q3	$778K	Buy	2,648 +644	+32%	+$186K	0.07%	199
2025 Q2	$570K	Buy	2,004 +84	+4%	+$21.7K	0.04%	278
2025 Q1	$470K	Buy	1,920 +834	+77%	+$217K	0.05%	288
2024 Q4	$276K	Buy	1,086 +75	+7%	+$19.3K	0.03%	377
2024 Q3	$246K	Buy	+1,011	New	+$235K	0.04%	378

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

Signal Advisors Wealth's VOT Position: Q2 2026 in Review

Signal Advisors Wealth reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.1% in Q2 2026, selling an estimated $39.8K and leaving 3,253 shares worth $996K. The position accounts for 0.05% of the portfolio, ranked #277.

Signal Advisors Wealth first reported a position in VOT in Q3 2024 and has held it in 8 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Signal Advisors Wealth held 3,253 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $996K as of Q2 2026.
Signal Advisors Wealth sold 138 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $39.8K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Signal Advisors Wealth's portfolio in Q2 2026, its #277 holding.
Signal Advisors Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 8 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Signal Advisors Wealth's 13F filing for Q2 2026, filed 4 Aug 2026.