Ehrlich Financial Group
VOT icon

Ehrlich Financial Group’s Vanguard Morningstar 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
Q3 		– Sell
-4,250
Closed -$1.3M – 129
2026
Q2 		$1.3M Buy
+4,250
New +$1.23M 0.67% 41

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Ehrlich Financial Group's VOT Position: Q3 2026 in Review

Ehrlich Financial Group sold out of Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q3 2026, closing a stake of 4,250 shares — an estimated $1.3M sold.

Ehrlich Financial Group first reported a position in VOT in Q2 2026 and held it in 1 quarter. The position peaked at $1.3M in Q2 2026. 344 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Ehrlich Financial Group reported no remaining Vanguard Morningstar Mid-Cap Growth ETF position as of Q3 2026 after selling out during the quarter.
  • Ehrlich Financial Group sold 4,250 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $1.3M.
  • Ehrlich Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2026 and held it in 1 quarter.
  • Ehrlich Financial Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.3M in Q2 2026.
  • 344 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Ehrlich Financial Group's 13F filing for Q3 2026, filed 20 Oct 2026.