Ehrlich Financial Group’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Ehrlich Financial Group’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	$1.3M	Buy	+4,250	New	+$1.23M	0.67%	41

Other funds holding VOT

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

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

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

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

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

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 1-Year Est. Return

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return

Ehrlich Financial Group's VOT Position: Q2 2026 in Review

Ehrlich Financial Group opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q2 2026: 4,250 shares worth $1.3M. The stake represents 0.67% of the portfolio and ranks #41 among its holdings.

362 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Ehrlich Financial Group held 4,250 shares of Vanguard Mid-Cap Growth ETF worth $1.3M as of Q2 2026.
Vanguard Mid-Cap Growth ETF was a new Ehrlich Financial Group position in Q2 2026.
Vanguard Mid-Cap Growth ETF made up 0.67% of Ehrlich Financial Group's portfolio in Q2 2026, its #41 holding.
362 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Ehrlich Financial Group's 13F filing for Q2 2026, filed 9 Jul 2026.