Flagship Wealth Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Flagship Wealth Advisors’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	$86.2K	Sell	295 -14	-5%	-$4.19K	0.02%	218
2026 Q2	$94.7K	Buy	309 +14	+5%	+$4.04K	0.02%	207
2026 Q1	$83.9K	Sell	295 -7	-2%	-$1.92K	0.04%	154
2025 Q4	$84.4K	Sell	302 -1	-0.3%	-$286	0.02%	179
2025 Q3	$89K	Buy	303 +8	+3%	+$2.31K	0.03%	176
2025 Q2	$83.9K	Hold	295	–	–	0.03%	169
2025 Q1	$72.2K	Hold	295	–	–	0.03%	170
2024 Q4	$74.9K	Buy	+295	New	+$75.9K	0.04%	161

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Flagship Wealth Advisors's VOT Position: Q3 2026 in Review

Flagship Wealth Advisors reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.5% in Q3 2026, selling an estimated $4.19K and leaving 295 shares worth $86.2K. The position accounts for 0.02% of the portfolio, ranked #218.

Flagship Wealth Advisors first reported a position in VOT in Q4 2024 and has held it in 8 quarters since. The position peaked at $94.7K in Q2 2026. 737 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Flagship Wealth Advisors held 295 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $86.2K as of Q3 2026.
Flagship Wealth Advisors sold 14 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $4.19K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Flagship Wealth Advisors's portfolio in Q3 2026, its #218 holding.
Flagship Wealth Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Flagship Wealth Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $94.7K in Q2 2026.
737 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Flagship Wealth Advisors's 13F filing for Q3 2026, filed 3 Nov 2026.