Wealthfront Advisers
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Wealthfront Advisers’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Wealthfront Advisers’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 		$3.44M Sell
11,218
-1,294
-10% -$373K 0.01% 516
2026
Q1 		$3.22M Buy
12,512
+1,882
+18% +$516K 0.01% 515
2025
Q4 		$2.97M Sell
10,630
-900
-8% -$258K 0.01% 521
2025
Q3 		$3.39M Buy
11,530
+2,326
+25% +$671K 0.01% 468
2025
Q2 		$2.62M Sell
9,204
-297
-3% -$76.6K 0.01% 507
2025
Q1 		$2.32M Sell
9,501
-559
-6% -$145K 0.01% 505
2024
Q4 		$2.55M Buy
10,060
+2,209
+28% +$569K 0.01% 470
2024
Q3 		$1.91M Buy
7,851
+170
+2% +$39.6K 0.01% 509
2024
Q2 		$1.76M Buy
7,681
+50
+0.7% +$11.5K 0.01% 514
2024
Q1 		$1.8M Buy
7,631
+2,993
+65% +$671K 0.01% 507
2023
Q4 		$1.02M Buy
4,638
+720
+18% +$144K ﹤0.01% 590
2023
Q3 		$763K Buy
3,918
+169
+5% +$34.5K ﹤0.01% 611
2023
Q2 		$771K Buy
3,749
+801
+27% +$155K ﹤0.01% 606
2023
Q1 		$575K Buy
2,948
+526
+22% +$101K ﹤0.01% 632
2022
Q4 		$435K Buy
2,422
+315
+15% +$57.1K ﹤0.01% 658
2022
Q3 		$359K Buy
2,107
+320
+18% +$60.6K ﹤0.01% 663
2022
Q2 		$313K Buy
1,787
+160
+10% +$31K ﹤0.01% 679
2022
Q1 		$363K Buy
1,627
+690
+74% +$152K ﹤0.01% 688
2021
Q4 		$239K Buy
+937
New +$236K ﹤0.01% 722

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
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
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

Wealthfront Advisers's VOT Position: Q2 2026 in Review

Wealthfront Advisers reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 10% in Q2 2026, selling an estimated $373K and leaving 11,218 shares worth $3.44M. The position accounts for 0.01% of the portfolio, ranked #516.

Wealthfront Advisers first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. 914 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Wealthfront Advisers held 11,218 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.44M as of Q2 2026.
  • Wealthfront Advisers sold 1,294 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $373K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Wealthfront Advisers's portfolio in Q2 2026, its #516 holding.
  • Wealthfront Advisers first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
  • 914 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wealthfront Advisers's 13F filing for Q2 2026, filed 7 Aug 2026.