AWM
VOT icon

Avior Wealth Management’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Avior 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 		$70.2M Sell
229,387
-128,118
-36% -$37M 1.85% 6
2026
Q1 		$92M Buy
357,505
+8,348
+2% +$2.29M 2.61% 4
2025
Q4 		$97.4M Buy
349,157
+5,566
+2% +$1.59M 3.04% 3
2025
Q3 		$101M Sell
343,591
-12,665
-4% -$3.65M 3.25% 3
2025
Q2 		$101M Sell
356,256
-3,595
-1% -$927K 3.5% 3
2025
Q1 		$88M Buy
359,851
+1,160
+0.3% +$302K 3.34% 3
2024
Q4 		$91M Buy
358,691
+54,085
+18% +$13.9M 3.33% 3
2024
Q3 		$74.1M Buy
304,606
+9,883
+3% +$2.3M 2.95% 4
2024
Q2 		$67.6M Buy
294,723
+37,965
+15% +$8.71M 2.91% 4
2024
Q1 		$60.5M Buy
256,758
+12,179
+5% +$2.73M 2.81% 4
2023
Q4 		$53.7M Buy
244,579
+6,620
+3% +$1.32M 3.25% 4
2023
Q3 		$46.3M Buy
237,959
+5,636
+2% +$1.15M 3.13% 4
2023
Q2 		$47.8M Buy
232,323
+10,071
+5% +$1.95M 3.11% 4
2023
Q1 		$43.3M Buy
222,252
+4,954
+2% +$948K 2.97% 4
2022
Q4 		$39M Buy
217,298
+2,041
+0.9% +$370K 2.95% 5
2022
Q3 		$36.7M Sell
215,257
-1,410
-0.7% -$267K 3.04% 6
2022
Q2 		$38M Buy
216,667
+5,876
+3% +$1.14M 3.83% 4
2022
Q1 		$47M Buy
210,791
+19,797
+10% +$4.37M 4.05% 3
2021
Q4 		$48.6M Buy
190,994
+7,538
+4% +$1.9M 4.02% 2
2021
Q3 		$43.4M Buy
183,456
+10,766
+6% +$2.61M 3.58% 4
2021
Q2 		$40.8M Buy
172,690
+8,200
+5% +$1.84M 4.1% 1
2021
Q1 		$35.3M Buy
164,490
+15,514
+10% +$3.37M 3.77% 2
2020
Q4 		$31.6M Buy
148,976
+21,010
+16% +$4.14M 3.9% 2
2020
Q3 		$23.1M Buy
127,966
+27,007
+27% +$4.76M 3.29% 2
2020
Q2 		$16.7M Buy
100,959
+11,230
+13% +$1.7M 2.61% 3
2020
Q1 		$11.4M Buy
89,729
+10,764
+14% +$1.63M 2.24% 3
2019
Q4 		$12.5M Buy
78,965
+11,400
+17% +$1.74M 2.01% 4
2019
Q3 		$10M Buy
67,565
+3,964
+6% +$594K 1.75% 7
2019
Q2 		$9.5M Sell
63,601
-1,301
-2% -$190K 1.7% 8
2019
Q1 		$9.27M Sell
64,902
-629
-1% -$84.6K 1.97% 6
2018
Q4 		$7.84M Sell
65,531
-5,038
-7% -$647K 1.89% 6
2018
Q3 		$10.1M Sell
70,569
-1,415
-2% -$198K 2.15% 5
2018
Q2 		$9.68M Buy
71,984
+58
+0.1% +$7.7K 2.18% 4
2018
Q1 		$9.32M Sell
71,926
-1,301
-2% -$171K 2.16% 5
2017
Q4 		$9.35M Buy
73,227
+2,366
+3% +$297K 2.09% 5
2017
Q3 		$8.63M Buy
70,861
+2,966
+4% +$353K 2.84% 5
2017
Q2 		$7.99M Sell
67,895
-2,454
-3% -$285K 3.26% 5
2017
Q1 		$7.95M Buy
70,349
+2,857
+4% +$318K 2.65% 5
2016
Q4 		$7.13M Buy
67,492
+1,079
+2% +$113K 2.66% 5
2016
Q3 		$7.07M Buy
66,413
+58
+0.1% +$6.14K 2.77% 6
2016
Q2 		$6.76M Buy
66,355
+542
+0.8% +$54.7K 2.87% 6
2016
Q1 		$6.6M Buy
65,813
+3,812
+6% +$356K 2.92% 6
2015
Q4 		$6.18M Buy
62,001
+2,526
+4% +$256K 3.38% 4
2015
Q3 		$5.79M Buy
59,475
+3,647
+7% +$381K 3.39% 4
2015
Q2 		$5.95M Buy
55,828
+3,185
+6% +$345K 4.64% 5
2015
Q1 		$5.69M Buy
52,643
+3,594
+7% +$374K 4.39% 5
2014
Q4 		$4.98M Buy
49,049
+4,335
+10% +$429K 3.97% 8
2014
Q3 		$4.3M Buy
44,714
+3,768
+9% +$365K 3.66% 9
2014
Q2 		$3.95M Buy
40,946
+12,836
+46% +$1.19M 3.31% 9
2014
Q1 		$2.6M Buy
28,110
+3,237
+13% +$296K 2.17% 12
2013
Q4 		$2.25M Buy
+24,873
New +$2.17M 2.13% 15

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
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
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
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

Avior Wealth Management's VOT Position: Q2 2026 in Review

Avior Wealth Management reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 36% in Q2 2026, selling an estimated $37M and leaving 229,387 shares worth $70.2M. The position accounts for 1.85% of the portfolio, ranked #6.

Avior Wealth Management first reported a position in VOT in Q4 2013 and has held it in 51 quarters since. The position peaked at $101M in Q2 2025. 200 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Avior Wealth Management held 229,387 shares of Vanguard Mid-Cap Growth ETF worth $70.2M as of Q2 2026.
  • Avior Wealth Management sold 128,118 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $37M.
  • Vanguard Mid-Cap Growth ETF made up 1.85% of Avior Wealth Management's portfolio in Q2 2026, its #6 holding.
  • Avior Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2013 and has held it in 51 quarters since.
  • Avior Wealth Management's Vanguard Mid-Cap Growth ETF position peaked at $101M in Q2 2025.
  • 200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Avior Wealth Management's 13F filing for Q2 2026, filed 7 Jul 2026.