WA
VOT icon

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

WP 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 		$460K Sell
1,502
-608
-29% -$175K 0.11% 77
2026
Q1 		$543K Buy
2,110
+3
+0.1% +$823 0.14% 75
2025
Q4 		$588K Buy
2,107
+7
+0.3% +$2K 0.15% 69
2025
Q3 		$617K Buy
2,100
+3
+0.1% +$865 0.16% 71
2025
Q2 		$596K Hold
2,097
– – 0.16% 68
2025
Q1 		$513K Buy
2,097
+4
+0.2% +$1.04K 0.17% 73
2024
Q4 		$531K Buy
2,093
+4
+0.2% +$1.03K 0.18% 68
2024
Q3 		$509K Buy
2,089
+7
+0.3% +$1.63K 0.19% 69
2024
Q2 		$478K Hold
2,082
– – 0.15% 76
2024
Q1 		$491K Buy
2,082
+3
+0.1% +$672 0.16% 77
2023
Q4 		$456K Buy
2,079
+6
+0.3% +$1.2K 0.17% 73
2023
Q3 		$404K Buy
2,073
+3
+0.1% +$612 0.17% 74
2023
Q2 		$426K Buy
2,070
+3
+0.1% +$581 0.17% 72
2023
Q1 		$403K Sell
2,067
-460
-18% -$88.1K 0.17% 75
2022
Q4 		$454K Buy
+2,527
New +$458K 0.2% 72
2021
Q1 		– Sell
-1,849
Closed -$392K – 103
2020
Q4 		$392K Buy
1,849
+5
+0.3% +$985 0.19% 69
2020
Q3 		$332K Sell
1,844
-75
-4% -$13.2K 0.2% 62
2020
Q2 		$317K Hold
1,919
– – 0.22% 50
2020
Q1 		$243K Buy
1,919
+3
+0.2% +$456 0.24% 41
2019
Q4 		$304K Buy
1,916
+5
+0.3% +$763 0.31% 46
2019
Q3 		$283K Buy
1,911
+106
+6% +$15.9K 0.32% 47
2019
Q2 		$269K Buy
1,805
+3
+0.2% +$438 0.3% 48
2019
Q1 		$257K Hold
1,802
– – 0.28% 47
2018
Q4 		$216K Buy
1,802
+49
+3% +$6.29K 0.21% 54
2018
Q3 		$250K Sell
1,753
-58
-3% -$8.12K 0.23% 51
2018
Q2 		$243K Buy
1,811
+73
+4% +$9.7K 0.23% 49
2018
Q1 		$225K Sell
1,738
-20
-1% -$2.63K 0.24% 51
2017
Q4 		$225K Buy
1,758
+115
+7% +$14.4K 0.22% 55
2017
Q3 		$200K Buy
+1,643
New +$196K 0.15% 66

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

WP Advisors's VOT Position: Q2 2026 in Review

WP Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 29% in Q2 2026, selling an estimated $175K and leaving 1,502 shares worth $460K. The position accounts for 0.11% of the portfolio, ranked #77.

WP Advisors first reported a position in VOT in Q3 2017 and has held it in 29 quarters since. The position peaked at $617K in Q3 2025. 1,100 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • WP Advisors held 1,502 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $460K as of Q2 2026.
  • WP Advisors sold 608 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $175K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of WP Advisors's portfolio in Q2 2026, its #77 holding.
  • WP Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2017 and has held it in 29 quarters since.
  • WP Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $617K in Q3 2025.
  • 1,100 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on WP Advisors's 13F filing for Q2 2026, filed 29 Jul 2026.