Wagner Wealth Management (South Carolina)’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Wagner Wealth Management (South Carolina)’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	$125K	Hold	408	–	–	0.02%	155
2026 Q1	$105K	Hold	408	–	–	0.02%	158
2025 Q4	$114K	Hold	408	–	–	0.02%	151
2025 Q3	$120K	Hold	408	–	–	0.03%	136
2025 Q2	$116K	Hold	408	–	–	0.03%	136
2025 Q1	$99.8K	Buy	+408	New	+$106K	0.02%	129
2024 Q2	–	Sell	-29	Closed	-$6.84K	–	272
2024 Q1	$6.84K	Hold	29	–	–	﹤0.01%	213
2023 Q4	$6.37K	Hold	29	–	–	﹤0.01%	206
2023 Q3	$5.65K	Hold	29	–	–	﹤0.01%	182
2023 Q2	$5.97K	Hold	29	–	–	﹤0.01%	187
2023 Q1	$5.65K	Buy	+29	New	+$5.55K	﹤0.01%	186
2018 Q3	$102K	Hold	715	–	–	0.07%	192
2018 Q2	$96K	Buy	715 +101	+16%	+$13.4K	0.07%	182
2018 Q1	$80K	Buy	614 +301	+96%	+$39.5K	0.06%	186
2017 Q4	$41K	Buy	+313	New	+$39.3K	0.03%	234

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

Wagner Wealth Management (South Carolina)'s VOT Position: Q2 2026 in Review

Wagner Wealth Management (South Carolina) held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 408 shares worth $125K. The position accounts for 0.02% of the portfolio, ranked #155.

Wagner Wealth Management (South Carolina) first reported a position in VOT in Q4 2017 and has held it in 15 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Wagner Wealth Management (South Carolina) held 408 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $125K as of Q2 2026.
Wagner Wealth Management (South Carolina) left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Wagner Wealth Management (South Carolina)'s portfolio in Q2 2026, its #155 holding.
Wagner Wealth Management (South Carolina) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 15 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wagner Wealth Management (South Carolina)'s 13F filing for Q2 2026, filed 24 Jul 2026.