Wedbush Securities’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Wedbush Securities’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	$1.35M	Buy	4,396 +1,040	+31%	+$300K	0.03%	399
2026 Q1	$864K	Buy	3,356 +592	+21%	+$162K	0.03%	502
2025 Q4	$772K	Buy	2,764 +126	+5%	+$36.1K	0.02%	534
2025 Q3	$775K	Buy	2,638 +1,363	+107%	+$393K	0.03%	508
2025 Q2	$363K	Buy	+1,275	New	+$329K	0.01%	752
2021 Q4	–	Sell	-913	Closed	-$216K	–	1238
2021 Q3	$216K	Buy	+913	New	+$221K	0.01%	1021

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

Wedbush Securities's VOT Position: Q2 2026 in Review

Wedbush Securities increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 31% in Q2 2026, buying an estimated $300K and bringing the position to 4,396 shares worth $1.35M. The position accounts for 0.03% of the portfolio, ranked #399.

Wedbush Securities first reported a position in VOT in Q3 2021 and has held it in 6 quarters since. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Wedbush Securities held 4,396 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.35M as of Q2 2026.
Wedbush Securities bought 1,040 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $300K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Wedbush Securities's portfolio in Q2 2026, its #399 holding.
Wedbush Securities first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2021 and has held it in 6 quarters since.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wedbush Securities's 13F filing for Q2 2026, filed 28 Jul 2026.