WealthBridge Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

WealthBridge Capital Management’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	$305K	Hold	997	–	–	0.06%	191
2026 Q1	$257K	Hold	997	–	–	0.06%	196
2025 Q4	$278K	Hold	997	–	–	0.06%	176
2025 Q3	$293K	Hold	997	–	–	0.07%	171
2025 Q2	$284K	Hold	997	–	–	0.07%	177
2025 Q1	$244K	Hold	997	–	–	0.07%	181
2024 Q4	$253K	Hold	997	–	–	0.07%	174
2024 Q3	$243K	Hold	997	–	–	0.07%	181
2024 Q2	$229K	Hold	997	–	–	0.08%	167
2024 Q1	$235K	Hold	997	–	–	0.08%	166
2023 Q4	$219K	Buy	+997	New	+$199K	0.08%	164
2023 Q3	–	Sell	-997	Closed	-$205K	–	191
2023 Q2	$205K	Buy	+997	New	+$193K	0.08%	173
2022 Q2	–	Sell	-1,006	Closed	-$224K	–	214
2022 Q1	$224K	Buy	1,006 +9	+0.9%	+$1.99K	0.08%	171
2021 Q4	$254K	Hold	997	–	–	0.09%	148
2021 Q3	$236K	Hold	997	–	–	0.09%	151
2021 Q2	$236K	Buy	+997	New	+$224K	0.09%	148
2019 Q2	–	Sell	-658	Closed	-$96K	–	856
2019 Q1	$96K	Hold	658	–	–	0.06%	197
2018 Q4	$79K	Buy	+658	New	+$84.5K	0.06%	194

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

WealthBridge Capital Management's VOT Position: Q2 2026 in Review

WealthBridge Capital Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 997 shares worth $305K. The position accounts for 0.06% of the portfolio, ranked #191.

WealthBridge Capital Management first reported a position in VOT in Q4 2018 and has held it in 18 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

WealthBridge Capital Management held 997 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $305K as of Q2 2026.
WealthBridge Capital Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of WealthBridge Capital Management's portfolio in Q2 2026, its #191 holding.
WealthBridge Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 18 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on WealthBridge Capital Management's 13F filing for Q2 2026, filed 24 Jul 2026.