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Brady Martz Wealth Solutions’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Brady Martz Wealth Solutions’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 		$1.88M Hold
6,128
– – 0.28% 75
2026
Q1 		$1.58M Buy
6,128
+21
+0.3% +$5.76K 0.27% 75
2025
Q4 		$1.7M Sell
6,107
-55
-0.9% -$15.7K 0.3% 65
2025
Q3 		$1.81M Hold
6,162
– – 0.33% 63
2025
Q2 		$1.75M Sell
6,162
-324
-5% -$83.5K 0.34% 61
2025
Q1 		$1.59M Hold
6,486
– – 0.36% 61
2024
Q4 		$1.68M Buy
+6,486
New +$1.67M 0.4% 59

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
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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
PPW
Presilium Private Wealth Radnor, Pennsylvania $651M AUM 15.59% 1-Year Est. Return

Brady Martz Wealth Solutions's VOT Position: Q2 2026 in Review

Brady Martz Wealth Solutions held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 6,128 shares worth $1.88M. The position accounts for 0.28% of the portfolio, ranked #75.

Brady Martz Wealth Solutions first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 324 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Brady Martz Wealth Solutions held 6,128 shares of Vanguard Mid-Cap Growth ETF worth $1.88M as of Q2 2026.
  • Brady Martz Wealth Solutions left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Growth ETF made up 0.28% of Brady Martz Wealth Solutions's portfolio in Q2 2026, its #75 holding.
  • Brady Martz Wealth Solutions first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 324 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q2 2026, filed 23 Jul 2026.