Spartan Wealth Advisory Services LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Spartan Wealth Advisory Services LLC’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	$2.2M	Sell	7,172 -677	-9%	-$195K	0.18%	111
2026 Q1	$2.02M	Buy	+7,849	New	+$2.15M	0.18%	111

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

Spartan Wealth Advisory Services LLC's VOT Position: Q2 2026 in Review

Spartan Wealth Advisory Services LLC reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 8.6% in Q2 2026, selling an estimated $195K and leaving 7,172 shares worth $2.2M. The position accounts for 0.18% of the portfolio, ranked #111.

Spartan Wealth Advisory Services LLC first reported a position in VOT in Q1 2026 and has held it in 2 quarters since. 1,089 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Spartan Wealth Advisory Services LLC held 7,172 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.2M as of Q2 2026.
Spartan Wealth Advisory Services LLC sold 677 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $195K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.18% of Spartan Wealth Advisory Services LLC's portfolio in Q2 2026, its #111 holding.
Spartan Wealth Advisory Services LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2026 and has held it in 2 quarters since.
1,089 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Spartan Wealth Advisory Services LLC's 13F filing for Q2 2026, filed 5 Aug 2026.