Wealthspire Advisors (New York)’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Wealthspire Advisors (New York)’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	$17.8M	Buy	57,951 +2,145	+4%	+$619K	0.1%	126
2026 Q1	$14.4M	Buy	55,806 +3,326	+6%	+$913K	0.11%	90
2025 Q4	$14.6M	Sell	52,480 -49,246	-48%	-$14.1M	0.12%	89
2025 Q3	$29.9M	Sell	101,726 -896	-0.9%	-$258K	0.16%	69
2025 Q2	$29.2M	Sell	102,622 -13,326	-11%	-$3.44M	0.16%	67
2025 Q1	$28.4M	Buy	115,948 +56,555	+95%	+$14.7M	0.17%	68
2024 Q4	$15.1M	Sell	59,393 -2,818	-5%	-$725K	0.15%	73
2024 Q3	$15.1M	Buy	62,211 +885	+1%	+$206K	0.15%	76
2024 Q2	$14.1M	Sell	61,326 -1,082	-2%	-$248K	0.18%	61
2024 Q1	$14.7M	Sell	62,408 -3,063	-5%	-$686K	0.2%	55
2023 Q4	$14.4M	Sell	65,471 -311	-0.5%	-$62.2K	0.2%	56
2023 Q3	$12.8M	Sell	65,782 -3,367	-5%	-$687K	0.21%	56
2023 Q2	$14.2M	Sell	69,149 -3,462	-5%	-$671K	0.23%	54
2023 Q1	$14.2M	Sell	72,611 -4,544	-6%	-$870K	0.24%	53
2022 Q4	$13.9M	Buy	77,155 +1,724	+2%	+$312K	0.25%	55
2022 Q3	$12.9M	Buy	75,431 +70,533	+1,440%	+$13.4M	0.27%	53
2022 Q2	$859K	Sell	4,898 -576	-11%	-$112K	0.02%	229
2022 Q1	$1.22M	Sell	5,474 -10	-0.2%	-$2.21K	0.03%	172
2021 Q4	$1.4M	Buy	5,484 +2,340	+74%	+$590K	0.03%	185
2021 Q3	$743K	Buy	3,144 +370	+13%	+$89.6K	0.02%	292
2021 Q2	$656K	Buy	2,774 +765	+38%	+$172K	0.02%	200
2021 Q1	$431K	Buy	2,009 +349	+21%	+$75.7K	0.01%	433
2020 Q4	$352K	Buy	+1,660	New	+$327K	0.01%	383
2020 Q2	–	Sell	-1,613	Closed	-$204K	–	526
2020 Q1	$204K	Buy	+1,613	New	+$245K	0.01%	496

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

Wealthspire Advisors (New York)'s VOT Position: Q2 2026 in Review

Wealthspire Advisors (New York) increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.8% in Q2 2026, buying an estimated $619K and bringing the position to 57,951 shares worth $17.8M. The position accounts for 0.1% of the portfolio, ranked #126.

Wealthspire Advisors (New York) first reported a position in VOT in Q1 2020 and has held it in 24 quarters since. The position peaked at $29.9M in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Wealthspire Advisors (New York) held 57,951 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $17.8M as of Q2 2026.
Wealthspire Advisors (New York) bought 2,145 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $619K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.1% of Wealthspire Advisors (New York)'s portfolio in Q2 2026, its #126 holding.
Wealthspire Advisors (New York) first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2020 and has held it in 24 quarters since.
Wealthspire Advisors (New York)'s Vanguard Morningstar Mid-Cap Growth ETF position peaked at $29.9M in Q3 2025.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wealthspire Advisors (New York)'s 13F filing for Q2 2026, filed 11 Aug 2026.