Superior Planning, LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Superior Planning, LLC’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 Q3	$33K	Buy	+113	New	+$33.8K	0.01%	509

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Superior Planning, LLC's VOT Position: Q3 2026 in Review

Superior Planning, LLC opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2026: 113 shares worth $33K. The stake represents 0.01% of the portfolio and ranks #509 among its holdings.

879 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Superior Planning, LLC held 113 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $33K as of Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Superior Planning, LLC position in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Superior Planning, LLC's portfolio in Q3 2026, its #509 holding.
879 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Superior Planning, LLC's 13F filing for Q3 2026, filed 12 Nov 2026.