Weinberger Asset Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Weinberger Asset Management’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	$1.87M	Sell	6,343 -517	-8%	-$149K	0.6%	33
2026 Q1	$1.77M	Sell	6,860 -826	-11%	-$227K	0.66%	34
2025 Q4	$2.15M	Sell	7,686 -463	-6%	-$133K	0.77%	32
2025 Q3	$2.39M	Sell	8,149 -949	-10%	-$274K	0.87%	30
2025 Q2	$2.59M	Sell	9,098 -78	-0.9%	-$20.1K	1%	25
2025 Q1	$2.24M	Sell	9,176 -483	-5%	-$126K	0.96%	29
2024 Q4	$2.45M	Sell	9,659 -395	-4%	-$102K	1.02%	27
2024 Q3	$2.45M	Sell	10,054 -92	-0.9%	-$21.4K	1.04%	27
2024 Q2	$2.33M	Sell	10,146 -892	-8%	-$205K	1.1%	24
2024 Q1	$2.6M	Sell	11,038 -1,239	-10%	-$278K	1.26%	21
2023 Q4	$2.7M	Sell	12,277 -901	-7%	-$180K	1.39%	20
2023 Q3	$2.57M	Sell	13,178 -519	-4%	-$106K	1.46%	19
2023 Q2	$2.82M	Sell	13,697 -1,759	-11%	-$341K	1.55%	18
2023 Q1	$3.01M	Sell	15,456 -778	-5%	-$149K	1.75%	16
2022 Q4	$2.92M	Sell	16,234 -3,463	-18%	-$627K	1.79%	16
2022 Q3	$3.36M	Buy	19,697 +1,115	+6%	+$211K	2.32%	10
2022 Q2	$3.26M	Buy	18,582 +6,862	+59%	+$1.33M	2.15%	13
2022 Q1	$2.61M	Buy	11,720 +1,471	+14%	+$325K	2.23%	15
2021 Q4	$2.61M	Buy	+10,249	New	+$2.58M	2.13%	15

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

Weinberger Asset Management's VOT Position: Q2 2026 in Review

Weinberger Asset Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 7.5% in Q2 2026, selling an estimated $149K and leaving 6,343 shares worth $1.87M. The position accounts for 0.6% of the portfolio, ranked #33.

Weinberger Asset Management first reported a position in VOT in Q4 2021 and has held it in 19 quarters since. The position peaked at $3.36M in Q3 2022. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Weinberger Asset Management held 6,343 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.87M as of Q2 2026.
Weinberger Asset Management sold 517 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $149K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.6% of Weinberger Asset Management's portfolio in Q2 2026, its #33 holding.
Weinberger Asset Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 19 quarters since.
Weinberger Asset Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.36M in Q3 2022.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Weinberger Asset Management's 13F filing for Q2 2026, filed 5 Aug 2026.