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Financial Life Planners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Financial Life Planners’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 		$20.5K Hold
67
– – 0.01% 191
2026
Q1 		$17.2K Buy
+67
New +$18.4K 0.01% 197
2025
Q4 		– Sell
-66
Closed -$19.5K – 323
2025
Q3 		$19.5K Buy
+66
New +$19K 0.01% 207
2025
Q1 		– Sell
-143
Closed -$36.3K – 375
2024
Q4 		$36.3K Buy
+143
New +$36.8K 0.03% 149

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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
EFG
Everhart Financial Group Dublin, Ohio $1.56B AUM 34.29% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $12.8B AUM 26.53% 1-Year Est. Return
KAS
Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Financial Life Planners's VOT Position: Q2 2026 in Review

Financial Life Planners held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 67 shares worth $20.5K. The position accounts for 0.01% of the portfolio, ranked #191.

Financial Life Planners first reported a position in VOT in Q4 2024 and has held it in 4 quarters since. The position peaked at $36.3K in Q4 2024. 529 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Financial Life Planners held 67 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $20.5K as of Q2 2026.
  • Financial Life Planners left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Financial Life Planners's portfolio in Q2 2026, its #191 holding.
  • Financial Life Planners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 4 quarters since.
  • Financial Life Planners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $36.3K in Q4 2024.
  • 529 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Financial Life Planners's 13F filing for Q2 2026, filed 21 Jul 2026.