VWA
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Visionary Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Visionary Wealth 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 		$3.24M Buy
10,587
+317
+3% +$91.4K 0.13% 160
2026
Q1 		$2.64M Buy
10,270
+900
+10% +$247K 0.12% 172
2025
Q4 		$2.62M Buy
9,370
+1,230
+15% +$352K 0.12% 167
2025
Q3 		$2.39M Sell
8,140
-1
-0% -$288 0.11% 175
2025
Q2 		$2.32M Buy
8,141
+282
+4% +$72.7K 0.12% 176
2025
Q1 		$1.92M Buy
7,859
+118
+2% +$30.7K 0.12% 177
2024
Q4 		$1.96M Sell
7,741
-276
-3% -$71K 0.12% 171
2024
Q3 		$1.95M Buy
8,017
+68
+0.9% +$15.8K 0.12% 181
2024
Q2 		$1.82M Buy
7,949
+755
+10% +$173K 0.12% 176
2024
Q1 		$1.7M Buy
7,194
+1
+0% +$224 0.11% 183
2023
Q4 		$1.58M Sell
7,193
-33,431
-82% -$6.68M 0.12% 177
2023
Q3 		$7.91M Buy
40,624
+7,260
+22% +$1.48M 0.64% 39
2023
Q2 		$6.87M Buy
33,364
+549
+2% +$106K 0.55% 45
2023
Q1 		$6.4M Buy
32,815
+1,243
+4% +$238K 0.54% 49
2022
Q4 		$5.67M Buy
31,572
+13,526
+75% +$2.45M 0.52% 57
2022
Q3 		$3.08M Buy
18,046
+203
+1% +$38.4K 0.32% 82
2022
Q2 		$3.13M Buy
17,843
+351
+2% +$67.9K 0.28% 93
2022
Q1 		$3.9M Buy
+17,492
New +$3.86M 0.31% 87

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

Visionary Wealth Advisors's VOT Position: Q2 2026 in Review

Visionary Wealth Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.1% in Q2 2026, buying an estimated $91.4K and bringing the position to 10,587 shares worth $3.24M. The position accounts for 0.13% of the portfolio, ranked #160.

Visionary Wealth Advisors first reported a position in VOT in Q1 2022 and has held it in 18 quarters since. The position peaked at $7.91M in Q3 2023. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Visionary Wealth Advisors held 10,587 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.24M as of Q2 2026.
  • Visionary Wealth Advisors bought 317 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $91.4K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.13% of Visionary Wealth Advisors's portfolio in Q2 2026, its #160 holding.
  • Visionary Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • Visionary Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $7.91M in Q3 2023.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Visionary Wealth Advisors's 13F filing for Q2 2026, filed 13 Aug 2026.