Sovereign Financial Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Sovereign Financial Group’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	$561K	Buy	1,831 +23	+1%	+$6.63K	0.09%	207
2026 Q1	$465K	Sell	1,808 -4	-0.2%	-$1.1K	0.08%	219
2025 Q4	$506K	Buy	1,812 +1	+0.1%	+$286	0.09%	194
2025 Q3	$532K	Sell	1,811 -44	-2%	-$12.7K	0.1%	177
2025 Q2	$528K	Buy	1,855 +9	+0.5%	+$2.32K	0.11%	170
2025 Q1	$452K	Sell	1,846 -6	-0.3%	-$1.56K	0.1%	174
2024 Q4	$470K	Buy	1,852 +21	+1%	+$5.41K	0.11%	171
2024 Q3	$446K	Hold	1,831	–	–	0.1%	172
2024 Q2	$420K	Sell	1,831 -61	-3%	-$14K	0.1%	179
2024 Q1	$446K	Sell	1,892 -367	-16%	-$82.2K	0.12%	167
2023 Q4	$496K	Buy	+2,259	New	+$452K	0.15%	135

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

Sovereign Financial Group's VOT Position: Q2 2026 in Review

Sovereign Financial Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.3% in Q2 2026, buying an estimated $6.63K and bringing the position to 1,831 shares worth $561K. The position accounts for 0.09% of the portfolio, ranked #207.

Sovereign Financial Group first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Sovereign Financial Group held 1,831 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $561K as of Q2 2026.
Sovereign Financial Group bought 23 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.63K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.09% of Sovereign Financial Group's portfolio in Q2 2026, its #207 holding.
Sovereign Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Sovereign Financial Group's 13F filing for Q2 2026, filed 24 Jul 2026.