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

Valley Wealth Managers’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	$3.53M	Sell	11,512 -658	-5%	-$190K	0.2%	105
2026 Q1	$3.13M	Sell	12,170 -627	-5%	-$172K	0.2%	106
2025 Q4	$3.57M	Sell	12,797 -848	-6%	-$243K	0.23%	98
2025 Q3	$4.01M	Sell	13,645 -525	-4%	-$151K	0.27%	89
2025 Q2	$4.03M	Sell	14,170 -248	-2%	-$63.9K	0.29%	81
2025 Q1	$3.53M	Sell	14,418 -146	-1%	-$38K	0.27%	88
2024 Q4	$3.7M	Sell	14,564 -838	-5%	-$216K	0.28%	77
2024 Q3	$3.75M	Sell	15,402 -29	-0.2%	-$6.75K	0.28%	87
2024 Q2	$3.54M	Sell	15,431 -394	-2%	-$90.4K	0.28%	87
2024 Q1	$3.73M	Sell	15,825 -517	-3%	-$116K	0.28%	92
2023 Q4	$3.59M	Sell	16,342 -25,057	-61%	-$5.01M	0.28%	93
2023 Q3	$8.06M	Buy	41,399 +24,895	+151%	+$5.08M	0.67%	49
2023 Q2	$3.4M	Sell	16,504 -364	-2%	-$70.5K	0.31%	84
2023 Q1	$3.29M	Sell	16,868 -262	-2%	-$50.2K	0.3%	86
2022 Q4	$3.08M	Buy	17,130 +81	+0.5%	+$14.7K	0.29%	84
2022 Q3	$2.91M	Sell	17,049 -382	-2%	-$72.3K	0.29%	86
2022 Q2	$3.06M	Sell	17,431 -729	-4%	-$141K	0.29%	86
2022 Q1	$4.05M	Buy	18,160 +310	+2%	+$68.4K	0.34%	75
2021 Q4	$4.54M	Buy	17,850 +188	+1%	+$47.4K	0.36%	61
2021 Q3	$4.17M	Sell	17,662 -12	-0.1%	-$2.9K	0.36%	59
2021 Q2	$4.18M	Buy	17,674 +1,120	+7%	+$251K	0.35%	61
2021 Q1	$3.55M	Buy	16,554 +718	+5%	+$156K	0.32%	63
2020 Q4	$3.36M	Buy	15,836 +2,248	+17%	+$443K	0.33%	58
2020 Q3	$2.45M	Buy	13,588 +668	+5%	+$118K	0.27%	71
2020 Q2	$2.13M	Buy	12,920 +903	+8%	+$137K	0.24%	84
2020 Q1	$1.52M	Sell	12,017 -304	-2%	-$46.2K	0.2%	87
2019 Q4	$1.96M	Sell	12,321 -246	-2%	-$37.5K	0.2%	87
2019 Q3	$1.86M	Buy	12,567 +395	+3%	+$59.2K	0.2%	90
2019 Q2	$1.82M	Buy	12,172 +1,471	+14%	+$215K	0.19%	93
2019 Q1	$1.53M	Buy	+10,701	New	+$1.44M	0.17%	96

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

Valley Wealth Managers's VOT Position: Q2 2026 in Review

Valley Wealth Managers reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.4% in Q2 2026, selling an estimated $190K and leaving 11,512 shares worth $3.53M. The position accounts for 0.2% of the portfolio, ranked #105.

Valley Wealth Managers first reported a position in VOT in Q1 2019 and has held it in 30 quarters since. The position peaked at $8.06M in Q3 2023. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Valley Wealth Managers held 11,512 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.53M as of Q2 2026.
Valley Wealth Managers sold 658 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $190K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.2% of Valley Wealth Managers's portfolio in Q2 2026, its #105 holding.
Valley Wealth Managers first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2019 and has held it in 30 quarters since.
Valley Wealth Managers's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $8.06M in Q3 2023.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Valley Wealth Managers's 13F filing for Q2 2026, filed 4 Aug 2026.