Elevation Wealth Partners’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Elevation Wealth Partners’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	$189K	Hold	615	–	–	0.06%	143
2026 Q1	$158K	Hold	615	–	–	0.06%	130
2025 Q4	$172K	Hold	615	–	–	0.06%	125
2025 Q3	$181K	Hold	615	–	–	0.07%	122
2025 Q2	$175K	Hold	615	–	–	0.07%	120
2025 Q1	$151K	Hold	615	–	–	0.07%	127
2024 Q4	$156K	Hold	615	–	–	0.07%	128
2024 Q3	$150K	Hold	615	–	–	0.06%	134
2024 Q2	$141K	Hold	615	–	–	0.07%	137
2024 Q1	$145K	Hold	615	–	–	0.07%	130
2023 Q4	$120K	Hold	615	–	–	0.07%	135
2023 Q3	$120K	Hold	615	–	–	0.1%	81
2023 Q2	$127K	Hold	615	–	–	0.11%	83
2023 Q1	$120K	Buy	+615	New	+$118K	0.11%	88

Other funds holding VOT

SGAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return

AWM

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

OWM

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

EFG

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

FFA

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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 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

Elevation Wealth Partners's VOT Position: Q2 2026 in Review

Elevation Wealth Partners held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 615 shares worth $189K. The position accounts for 0.06% of the portfolio, ranked #143.

Elevation Wealth Partners first reported a position in VOT in Q1 2023 and has held it in 14 quarters since. 455 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Elevation Wealth Partners held 615 shares of Vanguard Mid-Cap Growth ETF worth $189K as of Q2 2026.
Elevation Wealth Partners left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap Growth ETF made up 0.06% of Elevation Wealth Partners's portfolio in Q2 2026, its #143 holding.
Elevation Wealth Partners first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2023 and has held it in 14 quarters since.
455 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Elevation Wealth Partners's 13F filing for Q2 2026, filed 8 Jul 2026.