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Gladwyn Financial Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Gladwyn Financial Advisors’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 		$12.2M Sell
39,761
-22
-0.1% -$6.35K 7.62% 3
2026
Q1 		$10.2M Buy
39,783
+4,446
+13% +$1.22M 7.12% 4
2025
Q4 		$9.86M Buy
35,337
+1,149
+3% +$329K 6.93% 4
2025
Q3 		$10M Buy
34,188
+221
+0.7% +$63.8K 7.21% 4
2025
Q2 		$9.66M Buy
+33,967
New +$8.76M 7.47% 2

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
BEI
Benjamin Edwards Inc Clayton, Missouri $11B AUM 18.22% 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

Gladwyn Financial Advisors's VOT Position: Q2 2026 in Review

Gladwyn Financial Advisors reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 0.06% in Q2 2026, selling an estimated $6.35K and leaving 39,761 shares worth $12.2M. The position accounts for 7.62% of the portfolio, ranked #3.

Gladwyn Financial Advisors first reported a position in VOT in Q2 2025 and has held it in 5 quarters since. 362 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Gladwyn Financial Advisors held 39,761 shares of Vanguard Mid-Cap Growth ETF worth $12.2M as of Q2 2026.
  • Gladwyn Financial Advisors sold 22 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $6.35K.
  • Vanguard Mid-Cap Growth ETF made up 7.62% of Gladwyn Financial Advisors's portfolio in Q2 2026, its #3 holding.
  • Gladwyn Financial Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2025 and has held it in 5 quarters since.
  • 362 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Gladwyn Financial Advisors's 13F filing for Q2 2026, filed 2 Jul 2026.