Gen-Wealth Partners
VOT icon

Gen-Wealth Partners’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Gen-Wealth Partners’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 		$165K Hold
565
– – 0.05% 242
2026
Q2 		$173K Hold
565
– – 0.05% 255
2026
Q1 		$145K Sell
565
-229
-29% -$62.8K 0.05% 282
2025
Q4 		$222K Hold
794
– – 0.07% 248
2025
Q3 		$233K Sell
794
-80
-9% -$23.1K 0.08% 224
2025
Q2 		$249K Buy
874
+31
+4% +$7.99K 0.1% 190
2025
Q1 		$206K Sell
843
-8
-0.9% -$2.08K 0.09% 206
2024
Q4 		$216K Sell
851
-24
-3% -$6.18K 0.09% 205
2024
Q3 		$217K Sell
875
-18
-2% -$4.19K 0.09% 211
2024
Q2 		$205K Hold
893
– – 0.1% 205
2024
Q1 		$211K Buy
+893
New +$200K 0.1% 198

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Gen-Wealth Partners's VOT Position: Q3 2026 in Review

Gen-Wealth Partners held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 565 shares worth $165K. The position accounts for 0.05% of the portfolio, ranked #242.

Gen-Wealth Partners first reported a position in VOT in Q1 2024 and has held it in 11 quarters since. The position peaked at $249K in Q2 2025. 738 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Gen-Wealth Partners held 565 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $165K as of Q3 2026.
  • Gen-Wealth Partners left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.05% of Gen-Wealth Partners's portfolio in Q3 2026, its #242 holding.
  • Gen-Wealth Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 11 quarters since.
  • Gen-Wealth Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $249K in Q2 2025.
  • 738 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Gen-Wealth Partners's 13F filing for Q3 2026, filed 4 Nov 2026.