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

Everhart 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 		$66.2M Buy
216,074
+172,004
+390% +$49.6M 4.23% 3
2026
Q1 		$11.3M Buy
44,070
+17,461
+66% +$4.79M 0.97% 17
2025
Q4 		$7.43M Buy
26,609
+2,417
+10% +$692K 0.69% 22
2025
Q3 		$7.11M Buy
24,192
+1,533
+7% +$442K 0.71% 22
2025
Q2 		$6.44M Buy
22,659
+2,376
+12% +$613K 0.74% 19
2025
Q1 		$4.96M Buy
20,283
+2,337
+13% +$608K 0.68% 19
2024
Q4 		$4.55M Buy
17,946
+714
+4% +$184K 0.94% 20
2024
Q3 		$4.2M Sell
17,232
-79
-0.5% -$18.4K 0.93% 19
2024
Q2 		$3.97M Buy
17,311
+632
+4% +$145K 1.03% 18
2024
Q1 		$3.93M Buy
16,679
+869
+5% +$195K 1.15% 15
2023
Q4 		$3.47M Buy
15,810
+432
+3% +$86.4K 1.23% 14
2023
Q3 		$3M Sell
15,378
-229
-1% -$46.8K 1.27% 15
2023
Q2 		$3.13M Buy
15,607
+1,901
+14% +$368K 1.3% 18
2023
Q1 		$2.67M Buy
13,706
+814
+6% +$156K 1.2% 18
2022
Q4 		$2.32M Buy
12,892
+56
+0.4% +$10.1K 1.16% 20
2022
Q3 		$2.19M Buy
12,836
+1,191
+10% +$225K 1.21% 21
2022
Q2 		$2.04M Sell
11,645
-1,532
-12% -$297K 1.24% 18
2022
Q1 		$2.94M Buy
13,177
+267
+2% +$58.9K 1.7% 17
2021
Q4 		$3.29M Buy
12,910
+86
+0.7% +$21.7K 1.98% 14
2021
Q3 		$3.03M Buy
12,824
+411
+3% +$99.5K 2.08% 15
2021
Q2 		$2.93M Buy
12,413
+163
+1% +$36.6K 2.02% 15
2021
Q1 		$2.63M Sell
12,250
-603
-5% -$131K 2.31% 11
2020
Q4 		$2.73M Buy
+12,853
New +$2.53M 2.52% 11

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 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
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return
PWM
Praetorian Wealth Management Carmel, California $580M AUM 19.43% 1-Year Est. Return

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

Everhart Financial Group increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 390% in Q2 2026, buying an estimated $49.6M and bringing the position to 216,074 shares worth $66.2M. The position accounts for 4.23% of the portfolio, ranked #3.

Everhart Financial Group first reported a position in VOT in Q4 2020 and has held it in 23 quarters since. 200 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Everhart Financial Group held 216,074 shares of Vanguard Mid-Cap Growth ETF worth $66.2M as of Q2 2026.
  • Everhart Financial Group bought 172,004 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $49.6M.
  • Vanguard Mid-Cap Growth ETF made up 4.23% of Everhart Financial Group's portfolio in Q2 2026, its #3 holding.
  • Everhart Financial Group first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and has held it in 23 quarters since.
  • 200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

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