GPW
VOT icon

Genesis Private Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Genesis Private Wealth’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 		$6.96M Buy
22,714
+797
+4% +$230K 1.96% 15
2026
Q1 		$5.64M Sell
21,917
-50
-0.2% -$13.7K 1.78% 19
2025
Q4 		$6.13M Buy
21,967
+659
+3% +$189K 1.9% 16
2025
Q3 		$6.26M Buy
21,308
+152
+0.7% +$43.9K 2.63% 11
2025
Q2 		$6.02M Buy
21,156
+229
+1% +$59K 2.83% 10
2025
Q1 		$5.12M Buy
20,927
+1,018
+5% +$265K 2.72% 11
2024
Q4 		$5.05M Buy
+19,909
New +$5.12M 2.78% 11

Other funds holding VOT

SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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
TC
Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.38B AUM 33.35% 1-Year Est. Return
CSP
Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

Genesis Private Wealth's VOT Position: Q2 2026 in Review

Genesis Private Wealth increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 3.6% in Q2 2026, buying an estimated $230K and bringing the position to 22,714 shares worth $6.96M. The position accounts for 1.96% of the portfolio, ranked #15.

Genesis Private Wealth first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. 255 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Genesis Private Wealth held 22,714 shares of Vanguard Mid-Cap Growth ETF worth $6.96M as of Q2 2026.
  • Genesis Private Wealth bought 797 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $230K.
  • Vanguard Mid-Cap Growth ETF made up 1.96% of Genesis Private Wealth's portfolio in Q2 2026, its #15 holding.
  • Genesis Private Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • 255 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Genesis Private Wealth's 13F filing for Q2 2026, filed 13 Jul 2026.