Atwood & Palmer’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Atwood & Palmer’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	$429K	Hold	1,401	–	–	0.02%	125
2026 Q1	$360K	Buy	1,401 +1,381	+6,905%	+$379K	0.02%	128
2025 Q4	$5.58K	Hold	20	–	–	﹤0.01%	412
2025 Q3	$5.88K	Buy	+20	New	+$5.77K	﹤0.01%	412
2022 Q2	–	Sell	-65	Closed	-$14K	–	454
2022 Q1	$14K	Hold	65	–	–	﹤0.01%	347
2021 Q4	$17K	Hold	65	–	–	﹤0.01%	332
2021 Q3	$15K	Buy	+65	New	+$15.7K	﹤0.01%	332
2016 Q1	–	Sell	-832	Closed	-$83K	–	390
2015 Q4	$83K	Buy	832 +68	+9%	+$6.89K	0.02%	175
2015 Q3	$74K	Hold	764	–	–	0.01%	169
2015 Q2	$81K	Hold	764	–	–	0.01%	171
2015 Q1	$83K	Hold	764	–	–	0.01%	162
2014 Q4	$78K	Hold	764	–	–	0.01%	179
2014 Q3	$74K	Hold	764	–	–	0.01%	182
2014 Q2	$74K	Buy	+764	New	+$70.7K	0.02%	172

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

BEI

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

CSP

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

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Atwood & Palmer's VOT Position: Q2 2026 in Review

Atwood & Palmer held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 1,401 shares worth $429K. The position accounts for 0.02% of the portfolio, ranked #125.

Atwood & Palmer first reported a position in VOT in Q2 2014 and has held it in 14 quarters since. 362 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Atwood & Palmer held 1,401 shares of Vanguard Mid-Cap Growth ETF worth $429K as of Q2 2026.
Atwood & Palmer left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap Growth ETF made up 0.02% of Atwood & Palmer's portfolio in Q2 2026, its #125 holding.
Atwood & Palmer first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2014 and has held it in 14 quarters since.
362 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Atwood & Palmer's 13F filing for Q2 2026, filed 8 Jul 2026.