Brady Martz Wealth Solutions’s Vanguard Morningstar 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 Q3	$1.79M	Sell	6,115 -13	-0.2%	-$3.89K	0.26%	78
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

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

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Brady Martz Wealth Solutions's VOT Position: Q3 2026 in Review

Brady Martz Wealth Solutions reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.21% in Q3 2026, selling an estimated $3.89K and leaving 6,115 shares worth $1.79M. The position accounts for 0.26% of the portfolio, ranked #78.

Brady Martz Wealth Solutions first reported a position in VOT in Q4 2024 and has held it in 8 quarters since. The position peaked at $1.88M in Q2 2026. 891 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Brady Martz Wealth Solutions held 6,115 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.79M as of Q3 2026.
Brady Martz Wealth Solutions sold 13 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $3.89K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.26% of Brady Martz Wealth Solutions's portfolio in Q3 2026, its #78 holding.
Brady Martz Wealth Solutions first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Brady Martz Wealth Solutions's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.88M in Q2 2026.
891 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Brady Martz Wealth Solutions's 13F filing for Q3 2026, filed 5 Nov 2026.