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

Wealth Enhancement Trust 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 		$5.9M Buy
19,252
+62
+0.3% +$17.9K 0.66% 38
2026
Q1 		$4.94M Buy
19,190
+187
+1% +$51.3K 0.6% 44
2025
Q4 		$5.3M Buy
+19,003
New +$5.44M 0.67% 38

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
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
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $445B AUM 25.58% 1-Year Est. Return
Northwestern Mutual Wealth Management
Northwestern Mutual Wealth Management Milwaukee, Wisconsin $187B AUM 21.7% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Stifel Financial
Stifel Financial St. Louis, Missouri $120B AUM 27.84% 1-Year Est. Return

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

Wealth Enhancement Trust Services increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.32% in Q2 2026, buying an estimated $17.9K and bringing the position to 19,252 shares worth $5.9M. The position accounts for 0.66% of the portfolio, ranked #38.

Wealth Enhancement Trust Services first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. 900 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Wealth Enhancement Trust Services held 19,252 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $5.9M as of Q2 2026.
  • Wealth Enhancement Trust Services bought 62 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $17.9K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.66% of Wealth Enhancement Trust Services's portfolio in Q2 2026, its #38 holding.
  • Wealth Enhancement Trust Services first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 900 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

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