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

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$148K Buy
484
+49
+11% +$14.1K 0.04% 128
2026
Q1
$112K Buy
435
+375
+625% +$103K 0.03% 147
2025
Q4
$16.7K Buy
60
+50
+500% +$14.3K 0.01% 278
2025
Q3
$2.94K Hold
10
﹤0.01% 397
2025
Q2
$2.84K Hold
10
﹤0.01% 458
2025
Q1
$2.45K Buy
+10
New +$2.6K ﹤0.01% 449

Other funds holding VOT

VSM Wealth Advisory's VOT Position: Q2 2026 in Review

VSM Wealth Advisory increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 11% in Q2 2026, buying an estimated $14.1K and bringing the position to 484 shares worth $148K. The position accounts for 0.04% of the portfolio, ranked #128.

VSM Wealth Advisory first reported a position in VOT in Q1 2025 and has held it in 6 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • VSM Wealth Advisory held 484 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $148K as of Q2 2026.
  • VSM Wealth Advisory bought 49 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $14.1K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of VSM Wealth Advisory's portfolio in Q2 2026, its #128 holding.
  • VSM Wealth Advisory first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
  • 1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on VSM Wealth Advisory's 13F filing for Q2 2026, filed 23 Jul 2026.