WCP
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Wick Capital Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Wick Capital Partners’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 		$907K Sell
2,961
-36
-1% -$10.4K 0.14% 62
2026
Q1 		$771K Sell
2,997
-11
-0.4% -$3.02K 0.14% 64
2025
Q4 		$840K Sell
3,008
-3
-0.1% -$859 0.15% 61
2025
Q3 		$885K Sell
3,011
-19,108
-86% -$5.51M 0.21% 53
2025
Q2 		$1.01M Buy
22,119
+18,967
+602% +$4.89M 0.26% 45
2025
Q1 		$771K Sell
3,152
-97
-3% -$25.2K 0.23% 49
2024
Q4 		$824K Buy
3,249
+862
+36% +$222K 0.24% 42
2024
Q3 		$581K Hold
2,387
– – 0.19% 50
2024
Q2 		$548K Buy
+2,387
New +$547K 0.19% 48
2024
Q1 		– Sell
-2,521
Closed -$554K – 67
2023
Q4 		$554K Sell
2,521
-340
-12% -$68K 0.23% 39
2023
Q3 		$557K Sell
2,861
-224
-7% -$45.7K 0.31% 37
2023
Q2 		$635K Sell
3,085
-94
-3% -$18.2K 0.38% 26
2023
Q1 		$620K Sell
3,179
-398
-11% -$76.2K 0.36% 31
2022
Q4 		$643K Buy
3,577
+1,507
+73% +$273K 0.36% 30
2022
Q3 		$353K Hold
2,070
– – 0.23% 36
2022
Q2 		$363K Sell
2,070
-13
-0.6% -$2.52K 0.25% 38
2022
Q1 		$464K Sell
2,083
-86
-4% -$19K 0.3% 33
2021
Q4 		$552K Buy
+2,169
New +$547K 0.43% 32

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
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
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

Wick Capital Partners's VOT Position: Q2 2026 in Review

Wick Capital Partners reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.2% in Q2 2026, selling an estimated $10.4K and leaving 2,961 shares worth $907K. The position accounts for 0.14% of the portfolio, ranked #62.

Wick Capital Partners first reported a position in VOT in Q4 2021 and has held it in 18 quarters since. The position peaked at $1.01M in Q2 2025. 1,103 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Wick Capital Partners held 2,961 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $907K as of Q2 2026.
  • Wick Capital Partners sold 36 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $10.4K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.14% of Wick Capital Partners's portfolio in Q2 2026, its #62 holding.
  • Wick Capital Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 18 quarters since.
  • Wick Capital Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.01M in Q2 2025.
  • 1,103 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Wick Capital Partners's 13F filing for Q2 2026, filed 14 Aug 2026.