Fee-Only Financial Planning
VOT icon

Fee-Only Financial Planning’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Fee-Only Financial Planning’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 		$2.06M Sell
7,045
-48
-0.7% -$14.4K 1.13% 12
2026
Q2 		$2.17M Buy
7,093
+30
+0.4% +$8.65K 1.16% 12
2026
Q1 		$1.82M Hold
7,063
– – 1.1% 12
2025
Q4 		$1.97M Sell
7,063
-15
-0.2% -$4.29K 1.15% 12
2025
Q3 		$2.08M Sell
7,078
-72
-1% -$20.8K 1.21% 12
2025
Q2 		$2.03M Sell
7,150
-5
-0.1% -$1.29K 1.26% 12
2025
Q1 		$1.75M Buy
7,155
+95
+1% +$24.7K 1.19% 12
2024
Q4 		$1.79M Hold
7,060
– – 1.16% 12
2024
Q3 		$1.72M Hold
7,060
– – 1.1% 12
2024
Q2 		$1.62M Buy
7,060
+80
+1% +$18.3K 1.09% 12
2024
Q1 		$1.65M Sell
6,980
-70
-1% -$15.7K 1.11% 12
2023
Q4 		$1.55M Buy
7,050
+290
+4% +$58K 1.12% 12
2023
Q3 		$1.32M Buy
6,760
+925
+16% +$189K 1.06% 12
2023
Q2 		$1.2M Hold
5,835
– – 0.92% 13
2023
Q1 		$1.14M Sell
5,835
-875
-13% -$168K 0.92% 13
2022
Q4 		$1.21M Buy
+6,710
New +$1.22M 1.01% 13

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Fee-Only Financial Planning's VOT Position: Q3 2026 in Review

Fee-Only Financial Planning reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.68% in Q3 2026, selling an estimated $14.4K and leaving 7,045 shares worth $2.06M. The position accounts for 1.13% of the portfolio, ranked #12.

Fee-Only Financial Planning first reported a position in VOT in Q4 2022 and has held it in 16 quarters since. The position peaked at $2.17M in Q2 2026. 500 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Fee-Only Financial Planning held 7,045 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.06M as of Q3 2026.
  • Fee-Only Financial Planning sold 48 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $14.4K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.13% of Fee-Only Financial Planning's portfolio in Q3 2026, its #12 holding.
  • Fee-Only Financial Planning first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2022 and has held it in 16 quarters since.
  • Fee-Only Financial Planning's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $2.17M in Q2 2026.
  • 500 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Fee-Only Financial Planning's 13F filing for Q3 2026, filed 23 Oct 2026.