EL
VOT icon

EWA LLC’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

EWA LLC’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 		$638K Sell
2,084
-19
-0.9% -$5.48K 0.12% 107
2026
Q1 		$541K Sell
2,103
-1
-0% -$274 0.12% 94
2025
Q4 		$587K Hold
2,104
– – 0.14% 84
2025
Q3 		$618K Buy
2,104
+4
+0.2% +$1.15K 0.17% 66
2025
Q2 		$597K Sell
2,100
-84
-4% -$21.7K 0.19% 66
2025
Q1 		$534K Sell
2,184
-19
-0.9% -$4.94K 0.2% 56
2024
Q4 		$559K Buy
2,203
+99
+5% +$25.5K 0.21% 53
2024
Q3 		$546K Buy
2,104
+3
+0.1% +$699 0.2% 54
2024
Q2 		$493K Hold
2,101
– – 0.2% 52
2024
Q1 		$484K Buy
2,101
+4
+0.2% +$896 0.22% 48
2023
Q4 		$462K Buy
2,097
+5
+0.2% +$1K 0.23% 41
2023
Q3 		$404K Buy
2,092
+3
+0.1% +$612 0.26% 40
2023
Q2 		$430K Sell
2,089
-71
-3% -$13.8K 0.29% 34
2023
Q1 		$409K Buy
+2,160
New +$414K 0.3% 36

Other funds holding VOT

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
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
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
HWM
HRC Wealth Management Moscow, Idaho $244M AUM 21.86% 1-Year Est. Return
IFG
Independent Financial Group San Diego, California $5.35B AUM 43.78% 1-Year Est. Return