Geneva Partners
VOT icon

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

Geneva 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 		$1.03M Buy
3,529
+2
+0.1% +$599 0.31% 53
2026
Q2 		$1.08M Sell
3,527
-184
-5% -$53.1K 0.29% 47
2026
Q1 		$955K Sell
3,711
-2,386
-39% -$655K 0.46% 38
2025
Q4 		$1.7M Sell
6,097
-177
-3% -$50.7K 0.61% 38
2025
Q3 		$1.84M Buy
6,274
+565
+10% +$163K 0.67% 38
2025
Q2 		$1.62M Buy
5,709
+22
+0.4% +$5.67K 0.64% 39
2025
Q1 		$1.39M Buy
5,687
+43
+0.8% +$11.2K 0.72% 33
2024
Q4 		$1.43M Buy
5,644
+218
+4% +$56.1K 0.58% 36
2024
Q3 		$1.32M Buy
5,426
+81
+2% +$18.9K 0.57% 40
2024
Q2 		$1.23M Buy
5,345
+295
+6% +$67.7K 0.51% 43
2024
Q1 		$1.19M Buy
5,050
+893
+21% +$200K 0.53% 47
2023
Q4 		$913K Buy
4,157
+1,253
+43% +$251K 0.51% 46
2023
Q3 		$566K Buy
2,904
+1,483
+104% +$303K 0.38% 48
2023
Q2 		$292K Buy
+1,421
New +$275K 0.19% 65
2022
Q1 		– Sell
-928
Closed -$236K – 122
2021
Q4 		$236K Buy
928
+12
+1% +$3.02K 0.11% 90
2021
Q3 		$216K Sell
916
-53
-5% -$12.8K 0.1% 83
2021
Q2 		$229K Buy
+969
New +$217K 0.1% 89
2021
Q1 		– Sell
-1,042
Closed -$221K – 104
2020
Q4 		$221K Buy
+1,042
New +$205K 0.12% 90

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

Geneva Partners's VOT Position: Q3 2026 in Review

Geneva Partners increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 0.06% in Q3 2026, buying an estimated $599 and bringing the position to 3,529 shares worth $1.03M. The position accounts for 0.31% of the portfolio, ranked #53.

Geneva Partners first reported a position in VOT in Q4 2020 and has held it in 18 quarters since. The position peaked at $1.84M in Q3 2025. 690 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Geneva Partners held 3,529 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.03M as of Q3 2026.
  • Geneva Partners bought 2 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $599.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.31% of Geneva Partners's portfolio in Q3 2026, its #53 holding.
  • Geneva Partners first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2020 and has held it in 18 quarters since.
  • Geneva Partners's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.84M in Q3 2025.
  • 690 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Geneva Partners's 13F filing for Q3 2026, filed 26 Oct 2026.