Summit Wealth Group (Colorado)’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Summit Wealth Group (Colorado)’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	$2.37M	Buy	7,741 +2,241	+41%	+$646K	0.2%	65
2026 Q1	$1.42M	Buy	5,500 +157	+3%	+$43.1K	0.15%	89
2025 Q4	$1.49M	Buy	+5,343	New	+$1.53M	0.2%	73
2025 Q3	–	Sell	-5,206	Closed	-$1.48M	–	629
2025 Q2	$1.48M	Buy	+5,206	New	+$1.34M	0.37%	67

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

Summit Wealth Group (Colorado)'s VOT Position: Q2 2026 in Review

Summit Wealth Group (Colorado) increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 41% in Q2 2026, buying an estimated $646K and bringing the position to 7,741 shares worth $2.37M. The position accounts for 0.2% of the portfolio, ranked #65.

Summit Wealth Group (Colorado) first reported a position in VOT in Q2 2025 and has held it in 4 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Summit Wealth Group (Colorado) held 7,741 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.37M as of Q2 2026.
Summit Wealth Group (Colorado) bought 2,241 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $646K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.2% of Summit Wealth Group (Colorado)'s portfolio in Q2 2026, its #65 holding.
Summit Wealth Group (Colorado) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 4 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Summit Wealth Group (Colorado)'s 13F filing for Q2 2026, filed 28 Jul 2026.