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

Vance 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 		$470K Sell
1,535
-1,111
-42% -$320K 0.11% 81
2026
Q1 		$681K Buy
2,646
+32
+1% +$8.78K 0.2% 61
2025
Q4 		$730K Buy
2,614
+250
+11% +$71.5K 0.22% 59
2025
Q3 		$696K Sell
2,364
-29
-1% -$8.37K 0.21% 61
2025
Q2 		$681K Buy
+2,393
New +$617K 0.23% 61

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Vance Wealth's VOT Position: Q2 2026 in Review

Vance Wealth reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 42% in Q2 2026, selling an estimated $320K and leaving 1,535 shares worth $470K. The position accounts for 0.11% of the portfolio, ranked #81.

Vance Wealth first reported a position in VOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $730K in Q4 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Vance Wealth held 1,535 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $470K as of Q2 2026.
  • Vance Wealth sold 1,111 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $320K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of Vance Wealth's portfolio in Q2 2026, its #81 holding.
  • Vance Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • Vance Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $730K in Q4 2025.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Vance Wealth's 13F filing for Q2 2026, filed 14 Aug 2026.