Wescott Financial Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Wescott Financial Advisory Group’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	$1.65M	Sell	5,398 -65	-1%	-$18.7K	0.13%	77
2026 Q1	$1.41M	Buy	5,463 +1	+0%	+$274	0.12%	79
2025 Q4	$1.52M	Buy	5,462 +59	+1%	+$16.9K	0.13%	76
2025 Q3	$1.59M	Buy	5,403 +5	+0.1%	+$1.44K	0.14%	70
2025 Q2	$1.54M	Buy	+5,398	New	+$1.39M	0.15%	70
2023 Q4	–	Sell	-1,107	Closed	-$216K	–	170
2023 Q3	$216K	Sell	1,107 -178	-14%	-$36.3K	0.04%	145
2023 Q2	$264K	Sell	1,285 -128	-9%	-$24.8K	0.05%	138
2023 Q1	$275K	Buy	1,413 +125	+10%	+$23.9K	0.06%	129
2022 Q4	$232K	Buy	1,288 +3	+0.2%	+$544	0.05%	136
2022 Q3	$219K	Buy	+1,285	New	+$243K	0.06%	125
2022 Q2	–	Sell	-1,133	Closed	-$252K	–	142
2022 Q1	$252K	Buy	+1,133	New	+$250K	0.06%	111

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

Wescott Financial Advisory Group's VOT Position: Q2 2026 in Review

Wescott Financial Advisory Group reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.2% in Q2 2026, selling an estimated $18.7K and leaving 5,398 shares worth $1.65M. The position accounts for 0.13% of the portfolio, ranked #77.

Wescott Financial Advisory Group first reported a position in VOT in Q1 2022 and has held it in 11 quarters since. 1,101 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Wescott Financial Advisory Group held 5,398 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.65M as of Q2 2026.
Wescott Financial Advisory Group sold 65 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $18.7K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.13% of Wescott Financial Advisory Group's portfolio in Q2 2026, its #77 holding.
Wescott Financial Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2022 and has held it in 11 quarters since.
1,101 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wescott Financial Advisory Group's 13F filing for Q2 2026, filed 4 Aug 2026.