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Vise Technologies’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Vise Technologies’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 		$3.48M Buy
11,364
+7,491
+193% +$2.16M 0.04% 374
2026
Q1 		$1.08M Hold
3,873
– – 0.02% 562
2025
Q4 		$1.08M Buy
3,873
+758
+24% +$217K 0.02% 566
2025
Q3 		$915K Buy
3,115
+743
+31% +$214K 0.03% 449
2025
Q2 		$675K Buy
+2,372
New +$612K 0.03% 537
2024
Q4 		$516K Sell
2,035
-107
-5% -$27.5K 0.04% 427
2024
Q3 		$522K Buy
2,142
+350
+20% +$81.5K 0.07% 287
2024
Q2 		$411K Sell
1,792
-243
-12% -$55.7K 0.07% 262
2024
Q1 		$480K Sell
2,035
-256
-11% -$57.4K 0.09% 209
2023
Q4 		$503K Buy
+2,291
New +$458K 0.11% 190

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

Vise Technologies's VOT Position: Q2 2026 in Review

Vise Technologies increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 193% in Q2 2026, buying an estimated $2.16M and bringing the position to 11,364 shares worth $3.48M. The position accounts for 0.04% of the portfolio, ranked #374.

Vise Technologies first reported a position in VOT in Q4 2023 and has held it in 10 quarters since. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Vise Technologies held 11,364 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.48M as of Q2 2026.
  • Vise Technologies bought 7,491 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $2.16M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Vise Technologies's portfolio in Q2 2026, its #374 holding.
  • Vise Technologies first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 10 quarters since.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Vise Technologies's 13F filing for Q2 2026, filed 11 Aug 2026.