Wealthspan Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Wealthspan Partners’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	$530K	Buy	1,731 +72	+4%	+$20.8K	0.17%	81
2026 Q1	$427K	Sell	1,659 -101	-6%	-$27.7K	0.15%	84
2025 Q4	$491K	Sell	1,760 -87	-5%	-$24.9K	0.18%	80
2025 Q3	$543K	Hold	1,847	–	–	0.21%	71
2025 Q2	$525K	Hold	1,847	–	–	0.22%	68
2025 Q1	$452K	Sell	1,847 -59	-3%	-$15.3K	0.21%	68
2024 Q4	$484K	Sell	1,906 -124	-6%	-$31.9K	0.23%	69
2024 Q3	$494K	Sell	2,030 -130	-6%	-$30.3K	0.24%	65
2024 Q2	$496K	Sell	2,160 -43	-2%	-$9.86K	0.27%	59
2024 Q1	$519K	Buy	2,203 +265	+14%	+$59.4K	0.31%	59
2023 Q4	$426K	Sell	1,938 -100	-5%	-$20K	0.3%	55
2023 Q3	$397K	Buy	2,038 +48	+2%	+$9.8K	0.31%	54
2023 Q2	$409K	Hold	1,990	–	–	0.32%	52
2023 Q1	$388K	Sell	1,990 -109	-5%	-$20.9K	0.33%	52
2022 Q4	$377K	Buy	2,099 +82	+4%	+$14.9K	0.34%	51
2022 Q3	$344K	Sell	2,017 -40	-2%	-$7.57K	0.36%	47
2022 Q2	$361K	Buy	2,057 +59	+3%	+$11.4K	0.37%	46
2022 Q1	$445K	Sell	1,998 -432	-18%	-$95.4K	0.4%	42
2021 Q4	$619K	Buy	+2,430	New	+$613K	0.55%	34

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

Wealthspan Partners's VOT Position: Q2 2026 in Review

Wealthspan Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.3% in Q2 2026, buying an estimated $20.8K and bringing the position to 1,731 shares worth $530K. The position accounts for 0.17% of the portfolio, ranked #81.

Wealthspan Partners first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $619K in Q4 2021. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Wealthspan Partners held 1,731 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $530K as of Q2 2026.
Wealthspan Partners bought 72 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $20.8K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.17% of Wealthspan Partners's portfolio in Q2 2026, its #81 holding.
Wealthspan Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Wealthspan Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $619K in Q4 2021.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wealthspan Partners's 13F filing for Q2 2026, filed 6 Aug 2026.