DDFG Inc’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

DDFG Inc’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 Q2	$590K	Sell	1,926 -20	-1%	-$5.77K	0.12%	55
2026 Q1	$501K	Sell	1,946 -17	-0.9%	-$4.67K	0.11%	56
2025 Q4	$548K	Sell	1,963 -9	-0.5%	-$2.58K	0.12%	51
2025 Q3	$579K	Sell	1,972 -9	-0.5%	-$2.6K	0.13%	48
2025 Q2	$563K	Sell	1,981 -1	-0.1%	-$258	0.14%	48
2025 Q1	$485K	Sell	1,982 -9	-0.5%	-$2.34K	0.13%	47
2024 Q4	$505K	Sell	1,991 -13	-0.6%	-$3.35K	0.15%	47
2024 Q3	$488K	Sell	2,004 -33	-2%	-$7.68K	0.14%	49
2024 Q2	$468K	Sell	2,037 -7	-0.3%	-$1.6K	0.14%	49
2024 Q1	$482K	Sell	2,044 -4,057	-66%	-$909K	0.15%	45
2023 Q4	$1.34M	Sell	6,101 -28	-0.5%	-$5.6K	0.45%	26
2023 Q3	$1.19M	Sell	6,129 -3,246	-35%	-$663K	0.44%	27
2023 Q2	$1.93M	Sell	9,375 -101	-1%	-$19.6K	0.71%	24
2023 Q1	$1.85M	Sell	9,476 -251	-3%	-$48.1K	0.72%	24
2022 Q4	$1.75M	Buy	+9,727	New	+$1.76M	0.72%	27

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.94% 1-Year Est. Return

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

Avior Wealth Management Omaha, Nebraska $3.8B AUM 23.28% 1-Year Est. Return

OWM

Orgel Wealth Management Altoona, Wisconsin $5.27B AUM 16.18% 1-Year Est. Return

EFG

Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return

FFA

Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return

DDFG Inc's VOT Position: Q2 2026 in Review

DDFG Inc reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1% in Q2 2026, selling an estimated $5.77K and leaving 1,926 shares worth $590K. The position accounts for 0.12% of the portfolio, ranked #55.

DDFG Inc first reported a position in VOT in Q4 2022 and has held it in 15 quarters since. The position peaked at $1.93M in Q2 2023. 561 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

DDFG Inc held 1,926 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $590K as of Q2 2026.
DDFG Inc sold 20 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $5.77K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.12% of DDFG Inc's portfolio in Q2 2026, its #55 holding.
DDFG Inc first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 15 quarters since.
DDFG Inc's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.93M in Q2 2023.
561 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on DDFG Inc's 13F filing for Q2 2026, filed 28 Jul 2026.