GA
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GoalVest Advisory’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

GoalVest Advisory’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 		$241K Sell
787
-330
-30% -$95.2K 0.04% 113
2026
Q1 		$287K Hold
1,117
– – 0.06% 124
2025
Q4 		$312K Hold
1,117
– – 0.06% 122
2025
Q3 		$328K Hold
1,117
– – 0.07% 111
2025
Q2 		$318K Buy
1,117
+599
+116% +$154K 0.08% 103
2025
Q1 		$127K Sell
518
-88
-15% -$22.9K 0.03% 139
2024
Q4 		$154K Sell
606
-4
-0.7% -$1.03K 0.04% 131
2024
Q3 		$149K Hold
610
– – 0.04% 125
2024
Q2 		$140K Hold
610
– – 0.04% 121
2024
Q1 		$144K Buy
610
+434
+247% +$97.2K 0.05% 132
2023
Q4 		$38.6K Sell
176
-18
-9% -$3.6K 0.02% 162
2023
Q3 		$37.8K Buy
194
+18
+10% +$3.67K 0.02% 162
2023
Q2 		$36.2K Hold
176
– – 0.02% 162
2023
Q1 		$34.3K Hold
176
– – 0.02% 132
2022
Q4 		$31.6K Hold
176
– – 0.02% 132
2022
Q3 		$30K Hold
176
– – 0.02% 134
2022
Q2 		$32K Hold
176
– – 0.02% 188
2022
Q1 		$39K Buy
+176
New +$38.8K 0.02% 168

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
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return
IWA
Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

GoalVest Advisory's VOT Position: Q2 2026 in Review

GoalVest Advisory reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 30% in Q2 2026, selling an estimated $95.2K and leaving 787 shares worth $241K. The position accounts for 0.04% of the portfolio, ranked #113.

GoalVest Advisory first reported a position in VOT in Q1 2022 and has held it in 18 quarters since. The position peaked at $328K in Q3 2025. 200 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • GoalVest Advisory held 787 shares of Vanguard Mid-Cap Growth ETF worth $241K as of Q2 2026.
  • GoalVest Advisory sold 330 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $95.2K.
  • Vanguard Mid-Cap Growth ETF made up 0.04% of GoalVest Advisory's portfolio in Q2 2026, its #113 holding.
  • GoalVest Advisory first reported a position in Vanguard Mid-Cap Growth ETF in Q1 2022 and has held it in 18 quarters since.
  • GoalVest Advisory's Vanguard Mid-Cap Growth ETF position peaked at $328K in Q3 2025.
  • 200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on GoalVest Advisory's 13F filing for Q2 2026, filed 9 Jul 2026.