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

Friday Financial’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	$2.08M	Buy	7,057 +2,170	+44%	+$650K	0.41%	38
2026 Q2	$1.47M	Buy	4,887 +455	+10%	+$131K	0.39%	40
2026 Q1	$1.14M	Buy	4,432 +271	+7%	+$74.4K	0.39%	38
2025 Q4	$1.16M	Buy	4,161 +1,602	+63%	+$458K	0.41%	39
2025 Q3	$752K	Hold	2,559	–	–	0.31%	42
2025 Q2	$728K	Buy	2,559 +572	+29%	+$147K	0.37%	38
2025 Q1	$495K	Hold	1,987	–	–	0.3%	42
2024 Q4	$504K	Buy	+1,987	New	+$511K	0.35%	42

Other funds holding VOT

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

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 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

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Friday Financial's VOT Position: Q3 2026 in Review

Friday Financial increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 44% in Q3 2026, buying an estimated $650K and bringing the position to 7,057 shares worth $2.08M. The position accounts for 0.41% of the portfolio, ranked #38.

Friday Financial first reported a position in VOT in Q4 2024 and has held it in 8 quarters since. 344 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Friday Financial held 7,057 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.08M as of Q3 2026.
Friday Financial bought 2,170 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $650K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.41% of Friday Financial's portfolio in Q3 2026, its #38 holding.
Friday Financial first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
344 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Friday Financial's 13F filing for Q3 2026, filed 9 Oct 2026.