Financial Gravity Companies’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Change in
Stake
Trade Value Portfolio Weight Portfolio Position
2026
Q2
$52.2K Buy
+171
New +$49.3K 0.01% 305
2025
Q2
$48.4K Buy
+170
New +$43.8K 0.01% 302
2024
Q4
$70.3K Hold
277
– – 0.02% 245
2024
Q3
$67.4K Buy
+277
New +$64.5K 0.02% 163
2018
Q4
$19K Buy
+143
New +$18.4K 0.02% 489
2018
Q1
– Sell
-246
Closed -$33K – 1665
2017
Q4
$33K Buy
+246
New +$30.9K 0.04% 407

Other funds holding VOT

Financial Gravity Companies's VOT Position: Q2 2026 in Review

Financial Gravity Companies opened a new position in Vanguard Morningstar Mid-Cap Growth ETF (VOT) in Q2 2026: 171 shares worth $52.2K. The stake represents 0.01% of the portfolio and ranks #305 among its holdings. This is a return to the name: Financial Gravity Companies previously reported a position in VOT as recently as Q2 2025.

Financial Gravity Companies first reported a position in VOT in Q4 2017 and has held it in 6 quarters since. The position peaked at $70.3K in Q4 2024. 1,104 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Financial Gravity Companies held 171 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $52.2K as of Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF was a new Financial Gravity Companies position in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Financial Gravity Companies's portfolio in Q2 2026, its #305 holding.
  • Financial Gravity Companies first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2017 and has held it in 6 quarters since.
  • Financial Gravity Companies's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $70.3K in Q4 2024.
  • 1,104 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Financial Gravity Companies's 13F filing for Q2 2026, filed 5 Aug 2026.