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

Wealth Preservation Advisors’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	$1.23M	Buy	4,027 +667	+20%	+$192K	0.7%	20
2026 Q1	$865K	Buy	3,360 +370	+12%	+$102K	0.72%	20
2025 Q4	$835K	Sell	2,990 -7	-0.2%	-$2K	0.42%	24
2025 Q3	$880K	Buy	2,997 +1	+0%	+$288	0.51%	22
2025 Q2	$852K	Buy	2,996 +34	+1%	+$8.77K	0.53%	23
2025 Q1	$725K	Buy	+2,962	New	+$770K	0.52%	25

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 Preservation Advisors's VOT Position: Q2 2026 in Review

Wealth Preservation Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 20% in Q2 2026, buying an estimated $192K and bringing the position to 4,027 shares worth $1.23M. The position accounts for 0.7% of the portfolio, ranked #20.

Wealth Preservation Advisors first reported a position in VOT in Q1 2025 and has held it in 6 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Wealth Preservation Advisors held 4,027 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.23M as of Q2 2026.
Wealth Preservation Advisors bought 667 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $192K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.7% of Wealth Preservation Advisors's portfolio in Q2 2026, its #20 holding.
Wealth Preservation Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 6 quarters since.
1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wealth Preservation Advisors's 13F filing for Q2 2026, filed 14 Aug 2026.