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

Wealth Enhancement Advisory Services’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	$26.5M	Sell	87,828 -1,007	-1%	-$290K	0.04%	358
2026 Q1	$23.2M	Sell	88,835 -61,016	-41%	-$16.7M	0.05%	355
2025 Q4	$43.3M	Buy	149,851 +2,560	+2%	+$733K	0.06%	288
2025 Q3	$43.3M	Buy	147,291 +1,448	+1%	+$418K	0.07%	262
2025 Q2	$41.8M	Buy	145,843 +4,715	+3%	+$1.22M	0.07%	257
2025 Q1	$34.5M	Buy	141,128 +3,308	+2%	+$860K	0.07%	270
2024 Q4	$35M	Sell	137,820 -380	-0.3%	-$97.8K	0.07%	264
2024 Q3	$33.6M	Sell	138,200 -9,911	-7%	-$2.31M	0.07%	257
2024 Q2	$34M	Buy	148,111 +10,043	+7%	+$2.3M	0.08%	235
2024 Q1	$32.6M	Buy	138,068 +9,432	+7%	+$2.11M	0.08%	235
2023 Q4	$28.2M	Buy	128,636 +12,110	+10%	+$2.42M	0.08%	230
2023 Q3	$22.7M	Buy	+116,526	New	+$23.8M	0.07%	255

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

Wealth Enhancement Advisory Services's VOT Position: Q2 2026 in Review

Wealth Enhancement Advisory Services reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.1% in Q2 2026, selling an estimated $290K and leaving 87,828 shares worth $26.5M. The position accounts for 0.04% of the portfolio, ranked #358.

Wealth Enhancement Advisory Services first reported a position in VOT in Q3 2023 and has held it in 12 quarters since. The position peaked at $43.3M in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Wealth Enhancement Advisory Services held 87,828 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $26.5M as of Q2 2026.
Wealth Enhancement Advisory Services sold 1,007 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $290K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.04% of Wealth Enhancement Advisory Services's portfolio in Q2 2026, its #358 holding.
Wealth Enhancement Advisory Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2023 and has held it in 12 quarters since.
Wealth Enhancement Advisory Services's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $43.3M in Q3 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wealth Enhancement Advisory Services's 13F filing for Q2 2026, filed 15 Jul 2026.