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

Simplicity 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	$693K	Buy	2,262 +805	+55%	+$232K	0.02%	537
2026 Q1	$375K	Buy	1,457 +383	+36%	+$105K	0.02%	529
2025 Q4	$300K	Sell	1,074 -620	-37%	-$177K	0.02%	555
2025 Q3	$498K	Sell	1,694 -2,348	-58%	-$677K	0.03%	441
2025 Q2	$1.15M	Buy	+4,042	New	+$1.04M	0.05%	305
2024 Q3	–	Sell	-6,686	Closed	-$1.53M	–	1194
2024 Q2	$1.53M	Buy	6,686 +2,077	+45%	+$476K	0.03%	412
2024 Q1	$1.09M	Buy	+4,609	New	+$1.03M	0.03%	494
2022 Q3	–	Sell	-1,170	Closed	-$205K	–	72
2022 Q2	$205K	Sell	1,170 -55	-4%	-$10.6K	0.3%	53
2022 Q1	$273K	Buy	1,225 +76	+7%	+$16.8K	0.27%	58
2021 Q4	$293K	Buy	+1,149	New	+$290K	0.16%	58

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

Simplicity Wealth's VOT Position: Q2 2026 in Review

Simplicity Wealth increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 55% in Q2 2026, buying an estimated $232K and bringing the position to 2,262 shares worth $693K. The position accounts for 0.02% of the portfolio, ranked #537.

Simplicity Wealth first reported a position in VOT in Q4 2021 and has held it in 10 quarters since. The position peaked at $1.53M in Q2 2024. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Simplicity Wealth held 2,262 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $693K as of Q2 2026.
Simplicity Wealth bought 805 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $232K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Simplicity Wealth's portfolio in Q2 2026, its #537 holding.
Simplicity Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 10 quarters since.
Simplicity Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.53M in Q2 2024.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Simplicity Wealth's 13F filing for Q2 2026, filed 6 Aug 2026.