EFG
VOT icon

Elm3 Financial Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Elm3 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 		$239K Hold
780
– – 0.16% 121
2026
Q1 		$201K Buy
780
+40
+5% +$11K 0.17% 116
2025
Q4 		$207K Buy
+740
New +$212K 0.17% 108

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return

Elm3 Financial Group's VOT Position: Q2 2026 in Review

Elm3 Financial Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 780 shares worth $239K. The position accounts for 0.16% of the portfolio, ranked #121.

Elm3 Financial Group first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. 486 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Elm3 Financial Group held 780 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $239K as of Q2 2026.
  • Elm3 Financial Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.16% of Elm3 Financial Group's portfolio in Q2 2026, its #121 holding.
  • Elm3 Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 486 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Elm3 Financial Group's 13F filing for Q2 2026, filed 29 Jul 2026.