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Certified Advisory Corp’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Certified Advisory Corp’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 		$938K Sell
3,061
-443
-13% -$128K 0.08% 172
2026
Q1 		$902K Buy
3,504
+117
+3% +$32.1K 0.08% 168
2025
Q4 		$945K Buy
3,387
+54
+2% +$15.5K 0.09% 160
2025
Q3 		$979K Sell
3,333
-15
-0.4% -$4.33K 0.09% 160
2025
Q2 		$952K Buy
3,348
+231
+7% +$59.6K 0.1% 155
2025
Q1 		$763K Buy
3,117
+35
+1% +$9.1K 0.09% 162
2024
Q4 		$782K Buy
3,082
+3
+0.1% +$772 0.08% 159
2024
Q3 		$750K Buy
3,079
+175
+6% +$40.8K 0.08% 164
2024
Q2 		$667K Hold
2,904
– – 0.08% 163
2024
Q1 		$685K Buy
2,904
+1,275
+78% +$286K 0.1% 155
2023
Q4 		$358K Buy
1,629
+2
+0.1% +$400 0.05% 196
2023
Q3 		$317K Sell
1,627
-24
-1% -$4.9K 0.06% 184
2023
Q2 		$340K Sell
1,651
-125
-7% -$24.2K 0.06% 175
2023
Q1 		$346K Sell
1,776
-440
-20% -$84.2K 0.06% 182
2022
Q4 		$398K Sell
2,216
-463
-17% -$83.9K 0.08% 173
2022
Q3 		$457K Buy
2,679
+925
+53% +$175K 0.1% 157
2022
Q2 		$308K Buy
+1,754
New +$340K 0.07% 175

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

Certified Advisory Corp's VOT Position: Q2 2026 in Review

Certified Advisory Corp reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 13% in Q2 2026, selling an estimated $128K and leaving 3,061 shares worth $938K. The position accounts for 0.08% of the portfolio, ranked #172.

Certified Advisory Corp first reported a position in VOT in Q2 2022 and has held it in 17 quarters since. The position peaked at $979K in Q3 2025. 401 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Certified Advisory Corp held 3,061 shares of Vanguard Mid-Cap Growth ETF worth $938K as of Q2 2026.
  • Certified Advisory Corp sold 443 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $128K.
  • Vanguard Mid-Cap Growth ETF made up 0.08% of Certified Advisory Corp's portfolio in Q2 2026, its #172 holding.
  • Certified Advisory Corp first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2022 and has held it in 17 quarters since.
  • Certified Advisory Corp's Vanguard Mid-Cap Growth ETF position peaked at $979K in Q3 2025.
  • 401 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Certified Advisory Corp's 13F filing for Q2 2026, filed 16 Jul 2026.