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

Waterfront Wealth’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	$757K	Sell	2,505 -330	-12%	-$95.2K	0.12%	193
2026 Q1	$730K	Hold	2,835	–	–	0.13%	185
2025 Q4	$805K	Hold	2,835	–	–	0.15%	166
2025 Q3	$821K	Hold	2,835	–	–	0.17%	162
2025 Q2	$806K	Buy	2,835 +4	+0.1%	+$1.03K	0.18%	157
2025 Q1	$693K	Hold	2,831	–	–	0.17%	167
2024 Q4	$718K	Hold	2,831	–	–	0.18%	160
2024 Q3	$707K	Hold	2,831	–	–	0.17%	162
2024 Q2	$650K	Hold	2,831	–	–	0.18%	159
2024 Q1	$638K	Hold	2,831	–	–	0.18%	158
2023 Q4	$622K	Hold	2,831	–	–	0.18%	154
2023 Q3	$531K	Hold	2,831	–	–	0.17%	156
2023 Q2	$602K	Buy	+2,831	New	+$549K	0.18%	155

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

Waterfront Wealth's VOT Position: Q2 2026 in Review

Waterfront Wealth reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 12% in Q2 2026, selling an estimated $95.2K and leaving 2,505 shares worth $757K. The position accounts for 0.12% of the portfolio, ranked #193.

Waterfront Wealth first reported a position in VOT in Q2 2023 and has held it in 13 quarters since. The position peaked at $821K in Q3 2025. 499 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Waterfront Wealth held 2,505 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $757K as of Q2 2026.
Waterfront Wealth sold 330 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $95.2K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.12% of Waterfront Wealth's portfolio in Q2 2026, its #193 holding.
Waterfront Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2023 and has held it in 13 quarters since.
Waterfront Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $821K in Q3 2025.
499 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Waterfront Wealth's 13F filing for Q2 2026, filed 30 Jul 2026.