Concord Wealth Partners
VOT icon

Concord Wealth Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Concord Wealth Partners’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 		$43.9K Sell
150
-321
-68% -$96.2K 0.01% 368
2026
Q2 		$144K Buy
+471
New +$136K 0.02% 255
2026
Q1 		– Sell
-458
Closed -$128K – 770
2025
Q4 		$128K Buy
458
+308
+205% +$88.1K 0.02% 232
2025
Q3 		$44K Sell
150
-378
-72% -$109K 0.01% 354
2025
Q2 		$150K Buy
528
+378
+252% +$97.5K 0.02% 228
2025
Q1 		$36.6K Buy
150
+1
+0.7% +$260 0.01% 367
2024
Q4 		$37.9K Sell
149
-321
-68% -$82.6K 0.01% 374
2024
Q3 		$114K Buy
470
+230
+96% +$53.6K 0.02% 249
2024
Q2 		$55.1K Sell
240
-361
-60% -$82.8K 0.01% 299
2024
Q1 		$142K Buy
601
+185
+44% +$41.4K 0.03% 237
2023
Q4 		$91.4K Sell
416
-588
-59% -$118K 0.02% 284
2023
Q3 		$196K Buy
1,004
+26
+3% +$5.31K 0.04% 199
2023
Q2 		$201K Buy
978
+78
+9% +$15.1K 0.04% 195
2023
Q1 		$175K Sell
900
-245
-21% -$46.9K 0.05% 181
2022
Q4 		$206K Sell
1,145
-129
-10% -$23.4K 0.06% 159
2022
Q3 		$217K Sell
1,274
-4,027
-76% -$762K 0.07% 150
2022
Q2 		$930K Buy
5,301
+299
+6% +$57.9K 0.26% 56
2022
Q1 		$1.11M Buy
5,002
+62
+1% +$13.7K 0.29% 45
2021
Q4 		$1.26M Buy
4,940
+2,071
+72% +$522K 0.31% 40
2021
Q3 		$678K Sell
2,869
-1,594
-36% -$386K 0.28% 28
2021
Q2 		$1.06M Buy
4,463
+989
+28% +$222K 0.3% 30
2021
Q1 		$745K Buy
3,474
+3,415
+5,788% +$741K 0.25% 39
2020
Q4 		$13K Buy
+59
New +$11.6K 0.01% 351

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Concord Wealth Partners's VOT Position: Q3 2026 in Review

Concord Wealth Partners reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 68% in Q3 2026, selling an estimated $96.2K and leaving 150 shares worth $43.9K. The position accounts for 0.01% of the portfolio, ranked #368.

Concord Wealth Partners first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. The position peaked at $1.26M in Q4 2021. 785 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Concord Wealth Partners held 150 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $43.9K as of Q3 2026.
  • Concord Wealth Partners sold 321 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $96.2K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Concord Wealth Partners's portfolio in Q3 2026, its #368 holding.
  • Concord Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • Concord Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.26M in Q4 2021.
  • 785 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Concord Wealth Partners's 13F filing for Q3 2026, filed 2 Nov 2026.