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

Tradition 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	$237K	Buy	+774	New	+$223K	0.01%	460
2024 Q1	–	Sell	-176	Closed	-$39K	–	1170
2023 Q4	$39K	Hold	176	–	–	﹤0.01%	687
2023 Q3	$34K	Hold	176	–	–	﹤0.01%	696
2023 Q2	$36K	Hold	176	–	–	﹤0.01%	719
2023 Q1	$34K	Buy	176 +1	+0.6%	+$191	﹤0.01%	719
2022 Q4	$32K	Hold	175	–	–	﹤0.01%	644
2022 Q3	$30K	Hold	175	–	–	﹤0.01%	659
2022 Q2	$31K	Hold	175	–	–	﹤0.01%	567
2022 Q1	$39K	Hold	175	–	–	0.01%	570
2021 Q4	$45K	Hold	175	–	–	0.01%	554
2021 Q3	$41K	Hold	175	–	–	0.01%	559
2021 Q2	$41K	Hold	175	–	–	0.01%	585
2021 Q1	$38K	Hold	175	–	–	0.01%	496
2020 Q4	$37K	Buy	+175	New	+$34.5K	0.01%	469

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

Tradition Wealth Management's VOT Position: Q2 2026 in Review

Tradition Wealth Management opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 774 shares worth $237K. The stake represents 0.01% of the portfolio and ranks #460 among its holdings. This is a return to the name: Tradition Wealth Management previously reported a position in VOT as recently as Q4 2023.

Tradition Wealth Management first reported a position in VOT in Q4 2020 and has held it in 14 quarters since. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Tradition Wealth Management held 774 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $237K as of Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Tradition Wealth Management position in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Tradition Wealth Management's portfolio in Q2 2026, its #460 holding.
Tradition Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 14 quarters since.
1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Tradition Wealth Management's 13F filing for Q2 2026, filed 11 Aug 2026.