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 Q3	$657K	Sell	2,259 -246	-10%	-$73.7K	0.1%	201
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 $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Waterfront Wealth's VOT Position: Q3 2026 in Review

Waterfront Wealth reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 9.8% in Q3 2026, selling an estimated $73.7K and leaving 2,259 shares worth $657K. The position accounts for 0.1% of the portfolio, ranked #201.

Waterfront Wealth first reported a position in VOT in Q2 2023 and has held it in 14 quarters since. The position peaked at $821K in Q3 2025. 697 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Waterfront Wealth held 2,259 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $657K as of Q3 2026.
Waterfront Wealth sold 246 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $73.7K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.1% of Waterfront Wealth's portfolio in Q3 2026, its #201 holding.
Waterfront Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2023 and has held it in 14 quarters since.
Waterfront Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $821K in Q3 2025.
697 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Waterfront Wealth's 13F filing for Q3 2026, filed 3 Nov 2026.