Daymark Wealth Partners
VOT icon

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

Daymark 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 		$1.49M Buy
5,102
+62
+1% +$18.6K 0.03% 296
2026
Q2 		$1.54M Buy
5,040
+913
+22% +$263K 0.04% 280
2026
Q1 		$1.06M Sell
4,127
-26
-0.6% -$7.14K 0.03% 288
2025
Q4 		$1.16M Sell
4,153
-1,527
-27% -$437K 0.04% 265
2025
Q3 		$1.67M Sell
5,680
-280
-5% -$80.8K 0.06% 214
2025
Q2 		$1.7M Sell
5,960
-11
-0.2% -$2.84K 0.06% 196
2025
Q1 		$1.46M Sell
5,971
-253
-4% -$65.8K 0.06% 197
2024
Q4 		$1.58M Buy
6,224
+249
+4% +$64.1K 0.07% 188
2024
Q3 		$1.45M Sell
5,975
-398
-6% -$92.7K 0.06% 194
2024
Q2 		$1.46M Buy
6,373
+2,086
+49% +$478K 0.07% 187
2024
Q1 		$1.01M Sell
4,287
-87
-2% -$19.5K 0.05% 196
2023
Q4 		$960K Sell
4,374
-425
-9% -$85K 0.06% 191
2023
Q3 		$935K Sell
4,799
-3,471
-42% -$709K 0.06% 175
2023
Q2 		$1.7M Sell
8,270
-8,385
-50% -$1.63M 0.13% 129
2023
Q1 		$3.25M Buy
+16,655
New +$3.19M 0.43% 54

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

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

Daymark Wealth Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.2% in Q3 2026, buying an estimated $18.6K and bringing the position to 5,102 shares worth $1.49M. The position accounts for 0.03% of the portfolio, ranked #296.

Daymark Wealth Partners first reported a position in VOT in Q1 2023 and has held it in 15 quarters since. The position peaked at $3.25M in Q1 2023. 785 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Daymark Wealth Partners held 5,102 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.49M as of Q3 2026.
  • Daymark Wealth Partners bought 62 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $18.6K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Daymark Wealth Partners's portfolio in Q3 2026, its #296 holding.
  • Daymark Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 15 quarters since.
  • Daymark Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.25M in Q1 2023.
  • 785 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Daymark Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.