Taylor & Morgan Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Taylor & Morgan Wealth Management’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	–	Sell	-1,269	Closed	-$327K	–	91
2026 Q1	$327K	Buy	1,269 +126	+11%	+$34.6K	0.19%	61
2025 Q4	$319K	Buy	1,143 +56	+5%	+$16K	0.18%	63
2025 Q3	$319K	Buy	1,087 +1	+0.1%	+$288	0.2%	57
2025 Q2	$309K	Sell	1,086 -50	-4%	-$12.9K	0.21%	54
2025 Q1	$278K	Buy	1,136 +1	+0.1%	+$260	0.21%	57
2024 Q4	$288K	Buy	+1,135	New	+$292K	0.2%	53

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Taylor & Morgan Wealth Management's VOT Position: Q2 2026 in Review

Taylor & Morgan Wealth Management sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026, closing a stake of 1,269 shares — an estimated $327K sold.

Taylor & Morgan Wealth Management first reported a position in VOT in Q4 2024 and held it in 6 quarters. The position peaked at $327K in Q1 2026. 503 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Taylor & Morgan Wealth Management reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q2 2026 after selling out during the quarter.
Taylor & Morgan Wealth Management sold 1,269 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $327K.
Taylor & Morgan Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and held it in 6 quarters.
Taylor & Morgan Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $327K in Q1 2026.
503 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Taylor & Morgan Wealth Management's 13F filing for Q2 2026, filed 10 Jul 2026.