Evermay Wealth Management
VOT icon

Evermay Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Evermay Wealth Management’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 		$67.1K Hold
230
– – 0.01% 330
2026
Q2 		$70.3K Hold
230
– – 0.01% 315
2026
Q1 		$59.1K Hold
230
– – 0.01% 308
2025
Q4 		$64.1K Sell
230
-86
-27% -$24.6K 0.01% 302
2025
Q3 		$92.9K Hold
316
– – 0.01% 273
2025
Q2 		$89.9K Hold
316
– – 0.01% 278
2025
Q1 		$77.4K Sell
316
-10
-3% -$2.6K 0.01% 289
2024
Q4 		$82.8K Sell
326
-475
-59% -$122K 0.01% 271
2024
Q3 		$195K Sell
801
-866
-52% -$202K 0.03% 199
2024
Q2 		$383K Hold
1,667
– – 0.06% 145
2024
Q1 		$393K Buy
1,667
+1,540
+1,213% +$345K 0.06% 148
2023
Q4 		$27.9K Hold
127
– – 0.01% 372
2023
Q3 		$24.7K Hold
127
– – 0.01% 363
2023
Q2 		$26.1K Buy
127
+44
+53% +$8.53K 0.01% 360
2023
Q1 		$16.2K Buy
+83
New +$15.9K ﹤0.01% 377
2022
Q3 		– Sell
-110
Closed -$19K – 565
2022
Q2 		$19K Hold
110
– – ﹤0.01% 345
2022
Q1 		$25K Hold
110
– – ﹤0.01% 353
2021
Q4 		$28K Hold
110
– – 0.01% 333
2021
Q3 		$26K Hold
110
– – 0.01% 319
2021
Q2 		$26K Buy
+110
New +$24.7K ﹤0.01% 340

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Evermay Wealth Management's VOT Position: Q3 2026 in Review

Evermay Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 230 shares worth $67.1K. The position accounts for 0.01% of the portfolio, ranked #330.

Evermay Wealth Management first reported a position in VOT in Q2 2021 and has held it in 20 quarters since. The position peaked at $393K in Q1 2024. 738 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Evermay Wealth Management held 230 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $67.1K as of Q3 2026.
  • Evermay Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Evermay Wealth Management's portfolio in Q3 2026, its #330 holding.
  • Evermay Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2021 and has held it in 20 quarters since.
  • Evermay Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $393K in Q1 2024.
  • 738 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Evermay Wealth Management's 13F filing for Q3 2026, filed 5 Nov 2026.