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

SteelPeak 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	$261K	Buy	852 +10	+1%	+$2.88K	0.01%	560
2026 Q1	$217K	Buy	842 +1	+0.1%	+$274	0.01%	517
2025 Q4	$235K	Sell	841 -1,969	-70%	-$564K	0.01%	474
2025 Q3	$826K	Buy	2,810 +634	+29%	+$183K	0.03%	322
2025 Q2	$620K	Hold	2,176	–	–	0.02%	336
2025 Q1	$532K	Buy	2,176 +155	+8%	+$40.3K	0.02%	336
2024 Q4	$513K	Buy	2,021 +2	+0.1%	+$515	0.02%	335
2024 Q3	$492K	Buy	2,019 +19	+1%	+$4.42K	0.02%	320
2024 Q2	$460K	Sell	2,000 -507	-20%	-$116K	0.02%	318
2024 Q1	$591K	Buy	2,507 +507	+25%	+$114K	0.03%	277
2023 Q4	$439K	Hold	2,000	–	–	0.03%	293
2023 Q3	$390K	Sell	2,000 -135	-6%	-$27.6K	0.02%	289
2023 Q2	$439K	Buy	+2,135	New	+$414K	0.03%	261

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

SteelPeak Wealth's VOT Position: Q2 2026 in Review

SteelPeak Wealth increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.2% in Q2 2026, buying an estimated $2.88K and bringing the position to 852 shares worth $261K. The position accounts for 0.01% of the portfolio, ranked #560.

SteelPeak Wealth first reported a position in VOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $826K in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

SteelPeak Wealth held 852 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $261K as of Q2 2026.
SteelPeak Wealth bought 10 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.88K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of SteelPeak Wealth's portfolio in Q2 2026, its #560 holding.
SteelPeak Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
SteelPeak Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $826K in Q3 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on SteelPeak Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.