Eclectic Associates
VOT icon

Eclectic Associates’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Eclectic Associates’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 		$6.89M Sell
23,600
-845
-3% -$253K 0.77% 29
2026
Q2 		$7.49M Buy
24,445
+592
+2% +$171K 0.85% 27
2026
Q1 		$6.14M Buy
23,853
+4,749
+25% +$1.3M 0.81% 29
2025
Q4 		$5.33M Buy
19,104
+562
+3% +$161K 0.83% 28
2025
Q3 		$5.45M Sell
18,542
-1,122
-6% -$324K 1% 26
2025
Q2 		$5.59M Sell
19,664
-129
-0.7% -$33.3K 1.22% 23
2025
Q1 		$4.84M Buy
19,793
+127
+0.6% +$33K 1.3% 19
2024
Q4 		$4.99M Sell
19,666
-147
-0.7% -$37.8K 1.48% 13
2024
Q3 		$4.82M Buy
19,813
+133
+0.7% +$31K 1.9% 11
2024
Q2 		$4.52M Buy
19,680
+707
+4% +$162K 2.01% 10
2024
Q1 		$4.47M Sell
18,973
-537
-3% -$120K 2.04% 11
2023
Q4 		$4.28M Sell
19,510
-4,118
-17% -$823K 2.06% 11
2023
Q3 		$4.6M Sell
23,628
-663
-3% -$135K 2.34% 8
2023
Q2 		$5M Sell
24,291
-101
-0.4% -$19.6K 2.46% 8
2023
Q1 		$4.75M Sell
24,392
-12
-0% -$2.3K 2.44% 9
2022
Q4 		$4.39M Buy
24,404
+2,946
+14% +$534K 2.14% 10
2022
Q3 		$3.66M Sell
21,458
-301
-1% -$57K 2.4% 8
2022
Q2 		$3.82M Buy
21,759
+217
+1% +$42K 2.56% 8
2022
Q1 		$4.8M Sell
21,542
-3,309
-13% -$730K 3.06% 6
2021
Q4 		$6.33M Buy
24,851
+3,841
+18% +$968K 4.05% 3
2021
Q3 		$4.96M Sell
21,010
-57,030
-73% -$13.8M 3.62% 3
2021
Q2 		$5.12M Buy
78,040
+55,727
+250% +$12.5M 3.84% 3
2021
Q1 		$4.79M Sell
22,313
-699
-3% -$152K 3.97% 3
2020
Q4 		$4.88M Buy
+23,012
New +$4.53M 4.63% 3

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

Eclectic Associates's VOT Position: Q3 2026 in Review

Eclectic Associates reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 3.5% in Q3 2026, selling an estimated $253K and leaving 23,600 shares worth $6.89M. The position accounts for 0.77% of the portfolio, ranked #29.

Eclectic Associates first reported a position in VOT in Q4 2020 and has held it in 24 quarters since. The position peaked at $7.49M in Q2 2026. 211 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Eclectic Associates held 23,600 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $6.89M as of Q3 2026.
  • Eclectic Associates sold 845 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $253K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.77% of Eclectic Associates's portfolio in Q3 2026, its #29 holding.
  • Eclectic Associates first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 24 quarters since.
  • Eclectic Associates's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $7.49M in Q2 2026.
  • 211 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Eclectic Associates's 13F filing for Q3 2026, filed 9 Oct 2026.