VestGen Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

VestGen Advisors’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	$523K	Buy	1,707 +171	+11%	+$49.3K	0.02%	659
2026 Q1	$442K	Buy	+1,536	New	+$422K	0.01%	696
2025 Q4	–	Sell	-852	Closed	-$250K	–	842
2025 Q3	$250K	Hold	852	–	–	0.01%	638
2025 Q2	$242K	Hold	852	–	–	0.01%	538
2025 Q1	$208K	Buy	+852	New	+$222K	0.01%	531

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

VestGen Advisors's VOT Position: Q2 2026 in Review

VestGen Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 11% in Q2 2026, buying an estimated $49.3K and bringing the position to 1,707 shares worth $523K. The position accounts for 0.02% of the portfolio, ranked #659.

VestGen Advisors first reported a position in VOT in Q1 2025 and has held it in 5 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

VestGen Advisors held 1,707 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $523K as of Q2 2026.
VestGen Advisors bought 171 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $49.3K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of VestGen Advisors's portfolio in Q2 2026, its #659 holding.
VestGen Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 5 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on VestGen Advisors's 13F filing for Q2 2026, filed 11 Aug 2026.