Wells Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Wells Financial Advisors’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	$8.88K	Hold	29	–	–	0.08%	38
2026 Q1	$7.46K	Sell	29 -1,217	-98%	-$334K	0.03%	52
2025 Q4	$348K	Sell	1,246 -95	-7%	-$27.2K	0.66%	25
2025 Q3	$394K	Sell	1,341 -15	-1%	-$4.33K	0.53%	31
2025 Q2	$386K	Hold	1,356	–	–	0.53%	30
2025 Q1	$332K	Hold	1,356	–	–	0.46%	31
2024 Q4	$344K	Hold	1,356	–	–	0.47%	32
2024 Q3	$330K	Hold	1,356	–	–	0.45%	31
2024 Q2	$311K	Hold	1,356	–	–	0.2%	44
2024 Q1	$320K	Hold	1,356	–	–	0.22%	36
2023 Q4	$298K	Hold	1,356	–	–	0.22%	35
2023 Q3	$264K	Hold	1,356	–	–	0.21%	34
2023 Q2	$279K	Hold	1,356	–	–	0.21%	33
2023 Q1	$264K	Hold	1,356	–	–	0.21%	37
2022 Q4	$244K	Hold	1,356	–	–	0.2%	36
2022 Q3	$231K	Sell	1,356 -15	-1%	-$2.84K	0.22%	32
2022 Q2	$240K	Sell	1,371 -10	-0.7%	-$1.94K	0.22%	32
2022 Q1	$308K	Hold	1,381	–	–	0.26%	33
2021 Q4	$352K	Hold	1,381	–	–	0.28%	32
2021 Q3	$326K	Hold	1,381	–	–	0.28%	33
2021 Q2	$326K	Hold	1,381	–	–	0.27%	33
2021 Q1	$296K	Sell	1,381 -317	-19%	-$68.8K	0.27%	35
2020 Q4	$360K	Buy	+1,698	New	+$334K	0.31%	30

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

Wells Financial Advisors's VOT Position: Q2 2026 in Review

Wells Financial Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 29 shares worth $8.88K. The position accounts for 0.08% of the portfolio, ranked #38.

Wells Financial Advisors first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $394K in Q3 2025. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Wells Financial Advisors held 29 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $8.88K as of Q2 2026.
Wells Financial Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.08% of Wells Financial Advisors's portfolio in Q2 2026, its #38 holding.
Wells Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
Wells Financial Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $394K in Q3 2025.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wells Financial Advisors's 13F filing for Q2 2026, filed 23 Jul 2026.