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

Wealth Alliance’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 		$2.46M Sell
8,021
-942
-11% -$272K 0.21% 93
2026
Q1 		$2.31M Sell
8,963
-1,070
-11% -$294K 0.23% 91
2025
Q4 		$2.8M Sell
10,033
-532
-5% -$152K 0.27% 66
2025
Q3 		$3.1M Sell
10,565
-962
-8% -$278K 0.32% 61
2025
Q2 		$3.28M Buy
11,527
+927
+9% +$239K 0.37% 53
2025
Q1 		$2.59M Buy
10,600
+135
+1% +$35.1K 0.31% 63
2024
Q4 		$2.66M Buy
10,465
+64
+0.6% +$16.5K 0.32% 61
2024
Q3 		$2.53M Buy
10,401
+381
+4% +$88.7K 0.3% 60
2024
Q2 		$2.3M Sell
10,020
-139
-1% -$31.9K 0.3% 60
2024
Q1 		$2.4M Sell
10,159
-14
-0.1% -$3.14K 0.31% 61
2023
Q4 		$2.23M Buy
10,173
+310
+3% +$62K 0.31% 57
2023
Q3 		$1.92M Buy
9,863
+92
+0.9% +$18.8K 0.3% 64
2023
Q2 		$2.01M Sell
9,771
-121
-1% -$23.5K 0.3% 59
2023
Q1 		$1.93M Buy
9,892
+95
+1% +$18.2K 0.31% 60
2022
Q4 		$1.76M Buy
9,797
+197
+2% +$35.7K 0.31% 66
2022
Q3 		$1.64M Buy
9,600
+571
+6% +$108K 0.32% 58
2022
Q2 		$1.58M Sell
9,029
-148
-2% -$28.6K 0.3% 66
2022
Q1 		$2.04M Buy
9,177
+243
+3% +$53.6K 0.42% 44
2021
Q4 		$2.27M Buy
8,934
+52
+0.6% +$13.1K 0.46% 41
2021
Q3 		$2.1M Buy
8,882
+226
+3% +$54.7K 0.47% 43
2021
Q2 		$2.05M Buy
8,656
+777
+10% +$174K 0.48% 41
2021
Q1 		$1.69M Sell
7,879
-578
-7% -$125K 0.47% 42
2020
Q4 		$1.79M Buy
8,457
+211
+3% +$41.6K 0.53% 36
2020
Q3 		$1.49M Sell
8,246
-307
-4% -$54.1K 0.53% 41
2020
Q2 		$1.41M Buy
8,553
+203
+2% +$30.7K 0.56% 36
2020
Q1 		$1.06M Buy
+8,350
New +$1.27M 0.57% 40

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wealth Alliance's VOT Position: Q2 2026 in Review

Wealth Alliance reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 11% in Q2 2026, selling an estimated $272K and leaving 8,021 shares worth $2.46M. The position accounts for 0.21% of the portfolio, ranked #93.

Wealth Alliance first reported a position in VOT in Q1 2020 and has held it in 26 quarters since. The position peaked at $3.28M in Q2 2025. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Wealth Alliance held 8,021 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.46M as of Q2 2026.
  • Wealth Alliance sold 942 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $272K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.21% of Wealth Alliance's portfolio in Q2 2026, its #93 holding.
  • Wealth Alliance first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 26 quarters since.
  • Wealth Alliance's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.28M in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wealth Alliance's 13F filing for Q2 2026, filed 11 Aug 2026.