Western Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Western 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	$1.06M	Sell	3,456 -96	-3%	-$27.7K	0.03%	461
2026 Q1	$914K	Sell	3,552 -131	-4%	-$36K	0.03%	473
2025 Q4	$1.03M	Buy	3,683 +53	+1%	+$15.2K	0.05%	341
2025 Q3	$1.07M	Sell	3,630 -2	-0.1%	-$577	0.06%	294
2025 Q2	$1.03M	Sell	3,632 -539	-13%	-$139K	0.06%	269
2025 Q1	$1.02M	Sell	4,171 -36	-0.9%	-$9.36K	0.07%	247
2024 Q4	$1.07M	Sell	4,207 -97	-2%	-$25K	0.06%	301
2024 Q3	$1.05M	Buy	4,304 +52	+1%	+$12.1K	0.06%	301
2024 Q2	$976K	Sell	4,252 -113	-3%	-$25.9K	0.07%	237
2024 Q1	$1.03M	Sell	4,365 -221	-5%	-$49.5K	0.08%	226
2023 Q4	$1.01M	Sell	4,586 -91	-2%	-$18.2K	0.07%	276
2023 Q3	$911K	Buy	4,677 +230	+5%	+$47K	0.08%	270
2023 Q2	$915K	Sell	4,447 -334	-7%	-$64.7K	0.08%	266
2023 Q1	$932K	Sell	4,781 -88	-2%	-$16.8K	0.09%	242
2022 Q4	$875K	Sell	4,869 -4,865	-50%	-$882K	0.09%	245
2022 Q3	$1.66M	Buy	9,734 +139	+1%	+$26.3K	0.1%	212
2022 Q2	$1.69M	Buy	9,595 +40	+0.4%	+$7.74K	0.1%	211
2022 Q1	$2.13M	Buy	9,555 +5,012	+110%	+$1.11M	0.1%	196
2021 Q4	$1.16M	Buy	+4,543	New	+$1.15M	0.11%	173
2021 Q2	$1.19M	Sell	5,015 -161	-3%	-$36.1K	0.12%	182
2021 Q1	$1.11M	Buy	5,176 +585	+13%	+$127K	0.15%	147
2020 Q4	$974K	Sell	4,591 -9	-0.2%	-$1.77K	0.14%	161
2020 Q3	$829K	Sell	4,600 -61	-1%	-$10.8K	0.14%	169
2020 Q2	$769K	Sell	4,661 -104	-2%	-$15.7K	0.14%	164
2020 Q1	$602K	Sell	4,765 -156	-3%	-$23.7K	0.14%	162
2019 Q4	$781K	Buy	4,921 +498	+11%	+$76K	0.12%	161
2019 Q3	$651K	Sell	4,423 -64	-1%	-$9.59K	0.14%	172
2019 Q2	$668K	Buy	4,487 +140	+3%	+$20.4K	0.09%	187
2019 Q1	$619K	Buy	4,347 +345	+9%	+$46.4K	0.14%	175
2018 Q4	$479K	Buy	+4,002	New	+$514K	0.13%	179

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

Western Wealth Management's VOT Position: Q2 2026 in Review

Western Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 2.7% in Q2 2026, selling an estimated $27.7K and leaving 3,456 shares worth $1.06M. The position accounts for 0.03% of the portfolio, ranked #461.

Western Wealth Management first reported a position in VOT in Q4 2018 and has held it in 30 quarters since. The position peaked at $2.13M in Q1 2022. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Western Wealth Management held 3,456 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.06M as of Q2 2026.
Western Wealth Management sold 96 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $27.7K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Western Wealth Management's portfolio in Q2 2026, its #461 holding.
Western Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 30 quarters since.
Western Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.13M in Q1 2022.
1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Western Wealth Management's 13F filing for Q2 2026, filed 14 Aug 2026.