Werba Rubin Papier Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Werba Rubin Papier Wealth 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	$3.45M	Buy	11,268 +728	+7%	+$210K	0.42%	38
2026 Q1	$2.71M	Buy	10,540 +509	+5%	+$140K	0.38%	44
2025 Q4	$2.8M	Buy	10,031 +521	+5%	+$149K	0.76%	28
2025 Q3	$2.79M	Buy	9,510 +122	+1%	+$35.2K	0.45%	38
2025 Q2	$2.67M	Buy	9,388 +316	+3%	+$81.5K	0.5%	35
2025 Q1	$2.22M	Buy	9,072 +456	+5%	+$119K	0.48%	37
2024 Q4	$2.19M	Sell	8,616 -204	-2%	-$52.5K	0.52%	37
2024 Q3	$2.15M	Sell	8,820 -120	-1%	-$27.9K	0.5%	36
2024 Q2	$2.05M	Buy	8,940 +3,312	+59%	+$760K	0.57%	32
2024 Q1	$1.33M	Buy	+5,628	New	+$1.26M	0.38%	38

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

Werba Rubin Papier Wealth Management's VOT Position: Q2 2026 in Review

Werba Rubin Papier Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.9% in Q2 2026, buying an estimated $210K and bringing the position to 11,268 shares worth $3.45M. The position accounts for 0.42% of the portfolio, ranked #38.

Werba Rubin Papier Wealth Management first reported a position in VOT in Q1 2024 and has held it in 10 quarters since. 1,098 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Werba Rubin Papier Wealth Management held 11,268 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $3.45M as of Q2 2026.
Werba Rubin Papier Wealth Management bought 728 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $210K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.42% of Werba Rubin Papier Wealth Management's portfolio in Q2 2026, its #38 holding.
Werba Rubin Papier Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 10 quarters since.
1,098 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Werba Rubin Papier Wealth Management's 13F filing for Q2 2026, filed 28 Jul 2026.