Atlantic Edge Private Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Atlantic Edge Private Wealth Management’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	$9.5K	Hold	31	–	–	﹤0.01%	424
2026 Q1	$7.98K	Hold	31	–	–	﹤0.01%	416
2025 Q4	$8.65K	Hold	31	–	–	﹤0.01%	396
2025 Q3	$9.11K	Hold	31	–	–	﹤0.01%	378
2025 Q2	$8.82K	Hold	31	–	–	﹤0.01%	378
2025 Q1	$7.58K	Hold	31	–	–	﹤0.01%	376
2024 Q4	$7.87K	Hold	31	–	–	﹤0.01%	357
2024 Q3	$7.55K	Hold	31	–	–	﹤0.01%	359
2024 Q2	$7.12K	Hold	31	–	–	﹤0.01%	347
2024 Q1	$7.31K	Hold	31	–	–	﹤0.01%	348
2023 Q4	$6.81K	Buy	+31	New	+$6.2K	﹤0.01%	337

Other funds holding VOT

SGAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Atlantic Edge Private Wealth Management's VOT Position: Q2 2026 in Review

Atlantic Edge Private Wealth Management held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 31 shares worth $9.5K. The position accounts for ﹤0.01% of the portfolio, ranked #424.

Atlantic Edge Private Wealth Management first reported a position in VOT in Q4 2023 and has held it in 11 quarters since. 483 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Atlantic Edge Private Wealth Management held 31 shares of Vanguard Mid-Cap Growth ETF worth $9.5K as of Q2 2026.
Atlantic Edge Private Wealth Management left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap Growth ETF made up ﹤0.01% of Atlantic Edge Private Wealth Management's portfolio in Q2 2026, its #424 holding.
Atlantic Edge Private Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2023 and has held it in 11 quarters since.
483 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Atlantic Edge Private Wealth Management's 13F filing for Q2 2026, filed 23 Jul 2026.