VisionPoint Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

VisionPoint Advisory Group’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	$274K	Sell	896 -18	-2%	-$5.19K	0.04%	380
2026 Q1	$235K	Buy	914 +25	+3%	+$6.86K	0.04%	394
2025 Q4	$248K	Sell	889 -378	-30%	-$108K	0.05%	339
2025 Q3	$372K	Buy	1,267 +111	+10%	+$32K	0.07%	253
2025 Q2	$329K	Buy	+1,156	New	+$298K	0.07%	255

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

VisionPoint Advisory Group's VOT Position: Q2 2026 in Review

VisionPoint Advisory Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2% in Q2 2026, selling an estimated $5.19K and leaving 896 shares worth $274K. The position accounts for 0.04% of the portfolio, ranked #380.

VisionPoint Advisory Group first reported a position in VOT in Q2 2025 and has held it in 5 quarters since. The position peaked at $372K in Q3 2025. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

VisionPoint Advisory Group held 896 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $274K as of Q2 2026.
VisionPoint Advisory Group sold 18 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.19K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of VisionPoint Advisory Group's portfolio in Q2 2026, its #380 holding.
VisionPoint Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
VisionPoint Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $372K in Q3 2025.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on VisionPoint Advisory Group's 13F filing for Q2 2026, filed 7 Jul 2026.