Galvin Gaustad & Stein’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Galvin Gaustad & Stein’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	$280K	Hold	960	–	–	0.02%	228
2026 Q2	$294K	Hold	960	–	–	0.02%	230
2026 Q1	$247K	Hold	960	–	–	0.02%	231
2025 Q4	$268K	Hold	960	–	–	0.02%	221
2025 Q3	$282K	Hold	960	–	–	0.02%	173
2025 Q2	$273K	Hold	960	–	–	0.02%	167
2025 Q1	$235K	Sell	960 -50	-5%	-$13K	0.02%	166
2024 Q4	$256K	Hold	1,010	–	–	0.02%	168
2024 Q3	$246K	Hold	1,010	–	–	0.02%	165
2024 Q2	$232K	Hold	1,010	–	–	0.02%	165
2024 Q1	$238K	Sell	1,010 -10	-1%	-$2.24K	0.02%	166
2023 Q4	$224K	Buy	+1,020	New	+$204K	0.02%	173
2023 Q3	–	Sell	-1,030	Closed	-$212K	–	173
2023 Q2	$212K	Hold	1,030	–	–	0.02%	162
2023 Q1	$201K	Buy	+1,030	New	+$197K	0.02%	159
2022 Q2	–	Sell	-1,100	Closed	-$245K	–	178
2022 Q1	$245K	Hold	1,100	–	–	0.02%	156
2021 Q4	$280K	Hold	1,100	–	–	0.02%	157
2021 Q3	$260K	Hold	1,100	–	–	0.03%	161
2021 Q2	$260K	Hold	1,100	–	–	0.02%	173
2021 Q1	$236K	Sell	1,100 -505	-31%	-$110K	0.02%	177
2020 Q4	$340K	Buy	+1,605	New	+$316K	0.04%	151

Other funds holding VOT

EFG

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

FFA

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

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

GFA

Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return

MPWT

MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return

Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return

CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return

TAM

Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return

WETS

Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return

MNBTD

Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

Galvin Gaustad & Stein's VOT Position: Q3 2026 in Review

Galvin Gaustad & Stein held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 960 shares worth $280K. The position accounts for 0.02% of the portfolio, ranked #228.

Galvin Gaustad & Stein first reported a position in VOT in Q4 2020 and has held it in 20 quarters since. The position peaked at $340K in Q4 2020. 48 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Galvin Gaustad & Stein held 960 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $280K as of Q3 2026.
Galvin Gaustad & Stein left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.02% of Galvin Gaustad & Stein's portfolio in Q3 2026, its #228 holding.
Galvin Gaustad & Stein first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 20 quarters since.
Galvin Gaustad & Stein's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $340K in Q4 2020.
48 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Galvin Gaustad & Stein's 13F filing for Q3 2026, filed 8 Oct 2026.