CoreCap Advisors
VOT icon

CoreCap Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

CoreCap Advisors’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 		$257K Sell
881
-63
-7% -$18.9K 0.01% 765
2026
Q2 		$289K Buy
944
+15
+2% +$4.33K 0.01% 724
2026
Q1 		$239K Buy
929
+474
+104% +$130K 0.01% 744
2025
Q4 		$127K Sell
455
-305
-40% -$87.3K ﹤0.01% 943
2025
Q3 		$223K Buy
760
+116
+18% +$33.5K 0.01% 767
2025
Q2 		$183K Buy
644
+34
+6% +$8.77K 0.01% 765
2025
Q1 		$149K Sell
610
-167
-21% -$43.4K 0.01% 763
2024
Q4 		$197K Buy
777
+88
+13% +$22.7K 0.01% 710
2024
Q3 		$168K Buy
+689
New +$160K 0.01% 743
2024
Q2 		– Sell
-790
Closed -$186K – 2568
2024
Q1 		$186K Buy
+790
New +$177K 0.01% 649
2022
Q4 		$91.7K Buy
+510
New +$92.4K 0.01% 769
2022
Q3 		– Sell
-510
Closed -$89K – 2062
2022
Q2 		$89K Sell
510
-412
-45% -$79.8K 0.01% 737
2022
Q1 		$205K Sell
922
-39
-4% -$8.61K 0.01% 505
2021
Q4 		$245K Buy
+961
New +$242K 0.02% 486

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

CoreCap Advisors's VOT Position: Q3 2026 in Review

CoreCap Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 6.7% in Q3 2026, selling an estimated $18.9K and leaving 881 shares worth $257K. The position accounts for 0.01% of the portfolio, ranked #765.

CoreCap Advisors first reported a position in VOT in Q4 2021 and has held it in 14 quarters since. The position peaked at $289K in Q2 2026. 307 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • CoreCap Advisors held 881 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $257K as of Q3 2026.
  • CoreCap Advisors sold 63 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $18.9K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of CoreCap Advisors's portfolio in Q3 2026, its #765 holding.
  • CoreCap Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2021 and has held it in 14 quarters since.
  • CoreCap Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $289K in Q2 2026.
  • 307 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on CoreCap Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.