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Compton Wealth Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Compton Wealth Advisory Group’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 		$13.8M Buy
46,707
+157
+0.3% +$47K 2.82% 11
2026
Q2 		$14.1M Buy
46,550
+209
+0.5% +$60.3K 2.86% 12
2026
Q1 		$12.1M Buy
46,341
+547
+1% +$150K 2.69% 12
2025
Q4 		$12.8M Sell
45,794
-751
-2% -$215K 2.79% 12
2025
Q3 		$13.7M Sell
46,545
-376
-0.8% -$108K 3.17% 10
2025
Q2 		$13.3M Buy
46,921
+525
+1% +$135K 3.38% 9
2025
Q1 		$11.4M Sell
46,396
-642
-1% -$167K 3.15% 10
2024
Q4 		$11.9M Buy
47,038
+7,532
+19% +$1.94M 3.08% 10
2024
Q3 		$9.6M Buy
39,506
+793
+2% +$185K 2.43% 11
2024
Q2 		$8.89M Buy
38,713
+633
+2% +$145K 2.37% 12
2024
Q1 		$8.98M Buy
38,080
+2,925
+8% +$655K 2.46% 13
2023
Q4 		$7.72M Buy
35,155
+8,165
+30% +$1.63M 2.42% 13
2023
Q3 		$5.26M Sell
26,990
-23,137
-46% -$4.72M 1.8% 13
2023
Q2 		$10.3M Buy
50,127
+514
+1% +$100K 3.44% 11
2023
Q1 		$9.7M Buy
49,613
+14,318
+41% +$2.74M 3.34% 13
2022
Q4 		$6.34M Sell
35,295
-9,550
-21% -$1.73M 2.47% 12
2022
Q3 		$7.65M Buy
44,845
+4,981
+12% +$943K 3.25% 12
2022
Q2 		$6.99M Buy
39,864
+11,420
+40% +$2.21M 3.01% 11
2022
Q1 		$6.34M Buy
28,444
+2,331
+9% +$515K 2.44% 13
2021
Q4 		$6.65M Buy
26,113
+345
+1% +$87K 2.85% 13
2021
Q3 		$6.09M Buy
25,768
+127
+0.5% +$30.7K 2.86% 10
2021
Q2 		$6.06M Buy
25,641
+3,178
+14% +$713K 2.83% 11
2021
Q1 		$4.82M Buy
22,463
+96
+0.4% +$20.8K 2.76% 12
2020
Q4 		$4.74M Buy
22,367
+930
+4% +$183K 2.95% 12
2020
Q3 		$3.86M Buy
21,437
+18,192
+561% +$3.21M 2.89% 12
2020
Q2 		$536K Buy
+3,245
New +$491K 0.57% 47

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Compton Wealth Advisory Group's VOT Position: Q3 2026 in Review

Compton Wealth Advisory Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.34% in Q3 2026, buying an estimated $47K and bringing the position to 46,707 shares worth $13.8M. The position accounts for 2.82% of the portfolio, ranked #11.

Compton Wealth Advisory Group first reported a position in VOT in Q2 2020 and has held it in 26 quarters since. The position peaked at $14.1M in Q2 2026. 273 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Compton Wealth Advisory Group held 46,707 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $13.8M as of Q3 2026.
  • Compton Wealth Advisory Group bought 157 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $47K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 2.82% of Compton Wealth Advisory Group's portfolio in Q3 2026, its #11 holding.
  • Compton Wealth Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 26 quarters since.
  • Compton Wealth Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $14.1M in Q2 2026.
  • 273 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Compton Wealth Advisory Group's 13F filing for Q3 2026, filed 13 Oct 2026.