Advocate Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Advocate Group’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	$416K	Buy	+1,423	New	+$426K	0.06%	97

Other funds holding VOT

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

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

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Advocate Group's VOT Position: Q3 2026 in Review

Advocate Group opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2026: 1,423 shares worth $416K. The stake represents 0.06% of the portfolio and ranks #97 among its holdings.

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

Advocate Group held 1,423 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $416K as of Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF was a new Advocate Group position in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.06% of Advocate Group's portfolio in Q3 2026, its #97 holding.
344 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Advocate Group's 13F filing for Q3 2026, filed 19 Oct 2026.