Dynamic Advisor Solutions
VOT icon

Dynamic Advisor Solutions’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Dynamic Advisor Solutions’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 		$765K Hold
2,620
– – 0.02% 531
2026
Q2 		$802K Sell
2,620
-16
-0.6% -$4.62K 0.02% 540
2026
Q1 		$678K Sell
2,636
-10,088
-79% -$2.77M 0.02% 558
2025
Q4 		$3.55M Buy
12,724
+707
+6% +$202K 0.11% 194
2025
Q3 		$3.53M Buy
12,017
+753
+7% +$217K 0.1% 217
2025
Q2 		$3.2M Buy
11,264
+23
+0.2% +$5.93K 0.1% 222
2025
Q1 		$2.75M Buy
+11,241
New +$2.92M 0.09% 224
2024
Q4 		– Sell
-10,477
Closed -$2.55M – 896
2024
Q3 		$2.55M Buy
10,477
+318
+3% +$74.1K 0.08% 260
2024
Q2 		$2.33M Buy
10,159
+6,923
+214% +$1.59M 0.07% 276
2024
Q1 		$763K Sell
3,236
-107
-3% -$24K 0.03% 498
2023
Q4 		$709K Sell
3,343
-98
-3% -$19.6K 0.03% 491
2023
Q3 		$670K Buy
3,441
+254
+8% +$51.9K 0.03% 449
2023
Q2 		$656K Sell
3,187
-82
-3% -$15.9K 0.03% 434
2023
Q1 		$637K Sell
3,269
-1,146
-26% -$219K 0.04% 413
2022
Q4 		$794K Sell
4,415
-315
-7% -$57.1K 0.05% 320
2022
Q3 		$807K Sell
4,730
-56
-1% -$10.6K 0.06% 288
2022
Q2 		$839K Sell
4,786
-84
-2% -$16.3K 0.06% 281
2022
Q1 		$1.08M Sell
4,870
-309
-6% -$68.2K 0.08% 250
2021
Q4 		$1.32M Buy
5,179
+613
+13% +$155K 0.09% 224
2021
Q3 		$1.08M Sell
4,566
-389
-8% -$94.2K 0.08% 275
2021
Q2 		$1.17M Buy
4,955
+193
+4% +$43.3K 0.09% 247
2021
Q1 		$1.02M Buy
4,762
+215
+5% +$46.6K 0.09% 242
2020
Q4 		$964K Buy
4,547
+553
+14% +$109K 0.09% 246
2020
Q3 		$719K Buy
3,994
+2,509
+169% +$442K 0.08% 256
2020
Q2 		$245K Buy
+1,485
New +$225K 0.03% 425

Other funds holding VOT

Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 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
Inspirion Wealth Advisors
Inspirion Wealth Advisors Libertyville, Illinois $880M AUM 10.53% 1-Year Est. Return
WoodTrust Financial
WoodTrust Financial Wisconsin Rapids, Wisconsin $825M AUM 20.13% 1-Year Est. Return

Dynamic Advisor Solutions's VOT Position: Q3 2026 in Review

Dynamic Advisor Solutions held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 2,620 shares worth $765K. The position accounts for 0.02% of the portfolio, ranked #531.

Dynamic Advisor Solutions first reported a position in VOT in Q2 2020 and has held it in 25 quarters since. The position peaked at $3.55M in Q4 2025. 222 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Dynamic Advisor Solutions held 2,620 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $765K as of Q3 2026.
  • Dynamic Advisor Solutions left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Dynamic Advisor Solutions's portfolio in Q3 2026, its #531 holding.
  • Dynamic Advisor Solutions first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2020 and has held it in 25 quarters since.
  • Dynamic Advisor Solutions's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.55M in Q4 2025.
  • 222 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Dynamic Advisor Solutions's 13F filing for Q3 2026, filed 13 Oct 2026.