Cooksen Wealth
VOT icon

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

Cooksen Wealth’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 		$2.57M Sell
8,486
-92
-1% -$27.6K 1.57% 20
2026
Q2 		$2.63M Sell
8,578
-226
-3% -$65.2K 1.66% 18
2026
Q1 		$2.27M Sell
8,804
-73
-0.8% -$20K 1.65% 20
2025
Q4 		$2.48M Buy
8,877
+36
+0.4% +$10.3K 1.81% 17
2025
Q3 		$2.6M Sell
8,841
-1,335
-13% -$385K 1.94% 17
2025
Q2 		$2.89M Sell
10,176
-625
-6% -$161K 2.33% 13
2025
Q1 		$2.55M Buy
10,801
+875
+9% +$228K 2.58% 14
2024
Q4 		$2.52M Sell
9,926
-358
-3% -$92.1K 2.32% 15
2024
Q3 		$2.5M Sell
10,284
-837
-8% -$195K 2.34% 15
2024
Q2 		$2.55M Buy
11,121
+320
+3% +$73.4K 2.58% 14
2024
Q1 		$2.55M Buy
10,801
+304
+3% +$68.1K 2.65% 14
2023
Q4 		$2.3M Buy
+10,497
New +$2.1M 2.62% 14

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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
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

Cooksen Wealth's VOT Position: Q3 2026 in Review

Cooksen Wealth reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.1% in Q3 2026, selling an estimated $27.6K and leaving 8,486 shares worth $2.57M. The position accounts for 1.57% of the portfolio, ranked #20.

Cooksen Wealth first reported a position in VOT in Q4 2023 and has held it in 12 quarters since. The position peaked at $2.89M in Q2 2025. 390 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Cooksen Wealth held 8,486 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.57M as of Q3 2026.
  • Cooksen Wealth sold 92 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $27.6K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.57% of Cooksen Wealth's portfolio in Q3 2026, its #20 holding.
  • Cooksen Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 12 quarters since.
  • Cooksen Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.89M in Q2 2025.
  • 390 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Cooksen Wealth's 13F filing for Q3 2026, filed 13 Oct 2026.