Dynamic Wealth Strategies’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Dynamic Wealth Strategies’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	$10.8K	Hold	37	–	–	0.01%	240
2026 Q2	$11.3K	Hold	37	–	–	0.01%	230
2026 Q1	$9.5K	Hold	37	–	–	0.01%	230
2025 Q4	$10.3K	Hold	37	–	–	0.01%	209
2025 Q3	$10.9K	Hold	37	–	–	0.01%	199
2025 Q2	$10.5K	Buy	+37	New	+$9.5K	0.01%	195
2024 Q2	–	Sell	-53	Closed	-$12K	–	246
2024 Q1	$12K	Hold	53	–	–	0.01%	197
2023 Q4	$11.6K	Buy	+53	New	+$10.6K	0.01%	196

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.92B AUM 9.33% 1-Year Est. Return

UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

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

Raymond James Financial St Petersburg, Florida $375B AUM 21.05% 1-Year Est. Return

Stifel Financial St. Louis, Missouri $121B AUM 21.47% 1-Year Est. Return

TIAA-CREF Individual & Institutional Services New York $29.5B AUM

Dynamic Wealth Strategies's VOT Position: Q3 2026 in Review

Dynamic Wealth Strategies held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 37 shares worth $10.8K. The position accounts for 0.01% of the portfolio, ranked #240.

Dynamic Wealth Strategies first reported a position in VOT in Q4 2023 and has held it in 8 quarters since. The position peaked at $12K in Q1 2024. 891 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Dynamic Wealth Strategies held 37 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $10.8K as of Q3 2026.
Dynamic Wealth Strategies left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Dynamic Wealth Strategies's portfolio in Q3 2026, its #240 holding.
Dynamic Wealth Strategies first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 8 quarters since.
Dynamic Wealth Strategies's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $12K in Q1 2024.
891 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Dynamic Wealth Strategies's 13F filing for Q3 2026, filed 16 Oct 2026.