Elevation Wealth Partners’s Vanguard Morningstar 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 Q3	$180K	Hold	615	–	–	0.05%	153
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

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

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

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

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Elevation Wealth Partners's VOT Position: Q3 2026 in Review

Elevation Wealth Partners held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 615 shares worth $180K. The position accounts for 0.05% of the portfolio, ranked #153.

Elevation Wealth Partners first reported a position in VOT in Q1 2023 and has held it in 15 quarters since. The position peaked at $189K in Q2 2026. 451 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Elevation Wealth Partners held 615 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $180K as of Q3 2026.
Elevation Wealth Partners left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Elevation Wealth Partners's portfolio in Q3 2026, its #153 holding.
Elevation Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2023 and has held it in 15 quarters since.
Elevation Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $189K in Q2 2026.
451 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Elevation Wealth Partners's 13F filing for Q3 2026, filed 7 Oct 2026.