Center for Financial Planning’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Center for Financial Planning’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	$27K	Hold	88	–	–	﹤0.01%	397
2026 Q1	$22.6K	Hold	88	–	–	﹤0.01%	400
2025 Q4	$24.6K	Hold	88	–	–	﹤0.01%	392
2025 Q3	$25.9K	Hold	88	–	–	﹤0.01%	387
2025 Q2	$25K	Hold	88	–	–	﹤0.01%	369
2025 Q1	$21.5K	Buy	88 +48	+120%	+$12.5K	﹤0.01%	383
2024 Q4	$10.2K	Hold	40	–	–	﹤0.01%	418
2024 Q3	$9.74K	Sell	40 -10	-20%	-$2.33K	﹤0.01%	400
2024 Q2	$11.5K	Hold	50	–	–	﹤0.01%	380
2024 Q1	$11.8K	Hold	50	–	–	﹤0.01%	388
2023 Q4	$11K	Hold	50	–	–	﹤0.01%	360
2023 Q3	$9.74K	Sell	50 -16	-24%	-$3.27K	﹤0.01%	360
2023 Q2	$13.6K	Hold	66	–	–	﹤0.01%	353
2023 Q1	$12.9K	Hold	66	–	–	﹤0.01%	330
2022 Q4	$11.9K	Sell	66 -20	-23%	-$3.62K	﹤0.01%	341
2022 Q3	$15K	Hold	86	–	–	﹤0.01%	314
2022 Q2	$15K	Hold	86	–	–	﹤0.01%	320
2022 Q1	$19K	Sell	86 -19	-18%	-$4.19K	﹤0.01%	309
2021 Q4	$27K	Hold	105	–	–	0.01%	292
2021 Q3	$25K	Hold	105	–	–	0.01%	292
2021 Q2	$25K	Hold	105	–	–	0.01%	289
2021 Q1	$23K	Buy	+105	New	+$22.8K	0.01%	295

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

Center for Financial Planning's VOT Position: Q2 2026 in Review

Center for Financial Planning held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 88 shares worth $27K. The position accounts for ﹤0.01% of the portfolio, ranked #397.

Center for Financial Planning first reported a position in VOT in Q1 2021 and has held it in 22 quarters since. The position peaked at $27K in Q4 2021. 362 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Center for Financial Planning held 88 shares of Vanguard Mid-Cap Growth ETF worth $27K as of Q2 2026.
Center for Financial Planning left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap Growth ETF made up ﹤0.01% of Center for Financial Planning's portfolio in Q2 2026, its #397 holding.
Center for Financial Planning first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2021 and has held it in 22 quarters since.
Center for Financial Planning's Vanguard Mid-Cap Growth ETF position peaked at $27K in Q4 2021.
362 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Center for Financial Planning's 13F filing for Q2 2026, filed 21 Jul 2026.