Advanced Asset Management Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Advanced Asset Management 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	$8.47K	Hold	28	–	–	﹤0.01%	78
2026 Q1	$7.11K	Hold	28	–	–	﹤0.01%	72
2025 Q4	$7.69K	Hold	28	–	–	﹤0.01%	75
2025 Q3	$8.1K	Buy	28 +6	+27%	+$1.73K	﹤0.01%	77
2025 Q2	$6.26K	Buy	22 +15	+214%	+$3.87K	﹤0.01%	79
2025 Q1	$1.67K	Buy	+7	New	+$1.82K	﹤0.01%	83
2023 Q3	–	Sell	-57	Closed	-$11.8K	–	96
2023 Q2	$11.8K	Hold	57	–	–	﹤0.01%	86
2023 Q1	$11.1K	Buy	57 +27	+90%	+$5.17K	﹤0.01%	86
2022 Q4	$5.41K	Buy	+30	New	+$5.44K	﹤0.01%	186
2019 Q1	–	Sell	-63,500	Closed	-$7.6M	–	120
2018 Q4	$7.6M	Hold	63,500	–	–	2.43%	8
2018 Q3	$9.05M	Hold	63,500	–	–	3.28%	7
2018 Q2	$8.54M	Hold	63,500	–	–	2.75%	8
2018 Q1	$8.23M	Hold	63,500	–	–	2.73%	8
2017 Q4	$8.11M	Buy	+63,500	New	+$7.96M	2.67%	8

Other funds holding VOT

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Advanced Asset Management Advisors's VOT Position: Q2 2026 in Review

Advanced Asset Management Advisors held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 28 shares worth $8.47K. The position accounts for ﹤0.01% of the portfolio, ranked #78.

Advanced Asset Management Advisors first reported a position in VOT in Q4 2017 and has held it in 14 quarters since. The position peaked at $9.05M in Q3 2018. 200 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Advanced Asset Management Advisors held 28 shares of Vanguard Mid-Cap Growth ETF worth $8.47K as of Q2 2026.
Advanced Asset Management Advisors left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap Growth ETF made up ﹤0.01% of Advanced Asset Management Advisors's portfolio in Q2 2026, its #78 holding.
Advanced Asset Management Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2017 and has held it in 14 quarters since.
Advanced Asset Management Advisors's Vanguard Mid-Cap Growth ETF position peaked at $9.05M in Q3 2018.
200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Advanced Asset Management Advisors's 13F filing for Q2 2026, filed 16 Jul 2026.