Wealthcare Advisory Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History
Bought
Maintained
Sold
| Quarter | Market Value | Status | Shares |
Change in Stake | Trade Value | Portfolio Weight | Portfolio Position | |
|---|---|---|---|---|---|---|---|---|
|
2026
Q2 | $4.46M | Buy |
14,561
+726
| +5% | +$209K | 0.08% | 193 |
|
|
2026
Q1 | $3.56M | Buy |
13,835
+1,144
| +9% | +$314K | 0.07% | 240 |
|
|
2025
Q4 | $3.54M | Sell |
12,691
-695
| -5% | -$199K | 0.07% | 231 |
|
|
2025
Q3 | $3.93M | Buy |
13,386
+881
| +7% | +$254K | 0.08% | 204 |
|
|
2025
Q2 | $3.56M | Buy |
12,505
+2,603
| +26% | +$671K | 0.08% | 200 |
|
|
2025
Q1 | $2.42M | Sell |
9,902
-1,717
| -15% | -$446K | 0.07% | 253 |
|
|
2024
Q4 | $2.95M | Buy |
11,619
+709
| +6% | +$182K | 0.08% | 204 |
|
|
2024
Q3 | $2.66M | Buy |
10,910
+1,744
| +19% | +$406K | 0.08% | 223 |
|
|
2024
Q2 | $2.1M | Buy |
9,166
+2,203
| +32% | +$505K | 0.07% | 228 |
|
|
2024
Q1 | $1.64M | Sell |
6,963
-2,304
| -25% | -$516K | 0.05% | 268 |
|
|
2023
Q4 | $2.03M | Buy |
9,267
+5,315
| +134% | +$1.06M | 0.08% | 198 |
|
|
2023
Q3 | $770K | Sell |
3,952
-271
| -6% | -$55.3K | 0.04% | 329 |
|
|
2023
Q2 | $869K | Buy |
4,223
+592
| +16% | +$115K | 0.04% | 316 |
|
|
2023
Q1 | $708K | Sell |
3,631
-738
| -17% | -$141K | 0.03% | 367 |
|
|
2022
Q4 | $785K | Buy |
4,369
+448
| +11% | +$81.2K | 0.04% | 318 |
|
|
2022
Q3 | $669K | Buy |
3,921
+1,447
| +58% | +$274K | 0.04% | 291 |
|
|
2022
Q2 | $434K | Buy |
2,474
+968
| +64% | +$187K | 0.03% | 353 |
|
|
2022
Q1 | $335K | Buy |
1,506
+116
| +8% | +$25.6K | 0.02% | 389 |
|
|
2021
Q4 | $354K | Buy |
+1,390
| New | +$350K | 0.02% | 402 |
|
|
2021
Q2 | – | Sell |
-282
| Closed | -$61K | – | 1836 |
|
|
2021
Q1 | $61K | Buy |
+282
| New | +$61.2K | ﹤0.01% | 817 |
|
|
2020
Q2 | – | Sell |
-363
| Closed | -$46K | – | 1326 |
|
|
2020
Q1 | $46K | Sell |
363
-84
| -19% | -$12.8K | 0.01% | 523 |
|
|
2019
Q4 | $71K | Buy |
447
+1
| +0.2% | +$153 | 0.01% | 475 |
|
|
2019
Q3 | $66K | Buy |
446
+1
| +0.2% | +$150 | 0.01% | 477 |
|
|
2019
Q2 | $66K | Hold |
445
| – | – | 0.01% | 455 |
|
|
2019
Q1 | $63K | Buy |
445
+54
| +14% | +$7.26K | 0.01% | 418 |
|
|
2018
Q4 | $47K | Buy |
391
+1
| +0.3% | +$128 | 0.01% | 438 |
|
|
2018
Q3 | $56K | Hold |
390
| – | – | 0.01% | 445 |
|
|
2018
Q2 | $52K | Buy |
390
+6
| +2% | +$797 | 0.01% | 453 |
|
|
2018
Q1 | $50K | Sell |
384
-115
| -23% | -$15.1K | 0.01% | 397 |
|
|
2017
Q4 | $64K | Sell |
499
-154
| -24% | -$19.3K | 0.02% | 334 |
|
|
2017
Q3 | $80K | Buy |
+653
| New | +$77.8K | 0.02% | 245 |
|
Other funds holding VOT
EWA
TI
Wealthcare Advisory Partners's VOT Position: Q2 2026 in Review
Wealthcare Advisory Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 5.2% in Q2 2026, buying an estimated $209K and bringing the position to 14,561 shares worth $4.46M. The position accounts for 0.08% of the portfolio, ranked #193.
Wealthcare Advisory Partners first reported a position in VOT in Q3 2017 and has held it in 31 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.
- Wealthcare Advisory Partners held 14,561 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $4.46M as of Q2 2026.
- Wealthcare Advisory Partners bought 726 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $209K.
- Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of Wealthcare Advisory Partners's portfolio in Q2 2026, its #193 holding.
- Wealthcare Advisory Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2017 and has held it in 31 quarters since.
- 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.
Based on Wealthcare Advisory Partners's 13F filing for Q2 2026, filed 9 Jul 2026.