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 Q3	$557K	Sell	1,908 -18	-0.9%	-$5.39K	0.11%	55
2026 Q2	$590K	Sell	1,926 -20	-1%	-$5.77K	0.12%	55
2026 Q1	$501K	Sell	1,946 -17	-0.9%	-$4.66K	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 $59.5B AUM 15.92% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Commonwealth Equity Services Waltham, Massachusetts $77B AUM 19.24% 1-Year Est. Return

DDFG Inc's VOT Position: Q3 2026 in Review

DDFG Inc reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.93% in Q3 2026, selling an estimated $5.39K and leaving 1,908 shares worth $557K. The position accounts for 0.11% of the portfolio, ranked #55.

DDFG Inc first reported a position in VOT in Q4 2022 and has held it in 16 quarters since. The position peaked at $1.93M in Q2 2023. 531 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

DDFG Inc held 1,908 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $557K as of Q3 2026.
DDFG Inc sold 18 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $5.39K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.11% of DDFG Inc's portfolio in Q3 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 16 quarters since.
DDFG Inc's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.93M in Q2 2023.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on DDFG Inc's 13F filing for Q3 2026, filed 15 Oct 2026.