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Holos Integrated Wealth’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Holos Integrated 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 		$160K Hold
532
– – 0.07% 97
2026
Q1 		$140K Sell
532
-65
-11% -$17.8K 0.07% 100
2025
Q4 		$168K Hold
597
– – 0.09% 74
2025
Q3 		$172K Hold
597
– – 0.1% 70
2025
Q2 		$170K Hold
597
– – 0.1% 69
2025
Q1 		$146K Hold
597
– – 0.1% 72
2024
Q4 		$151K Buy
+597
New +$154K 0.1% 63

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

Holos Integrated Wealth's VOT Position: Q2 2026 in Review

Holos Integrated Wealth held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 532 shares worth $160K. The position accounts for 0.07% of the portfolio, ranked #97.

Holos Integrated Wealth first reported a position in VOT in Q4 2024 and has held it in 7 quarters since. The position peaked at $172K in Q3 2025. 362 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Holos Integrated Wealth held 532 shares of Vanguard Mid-Cap Growth ETF worth $160K as of Q2 2026.
  • Holos Integrated Wealth left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Mid-Cap Growth ETF made up 0.07% of Holos Integrated Wealth's portfolio in Q2 2026, its #97 holding.
  • Holos Integrated Wealth first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2024 and has held it in 7 quarters since.
  • Holos Integrated Wealth's Vanguard Mid-Cap Growth ETF position peaked at $172K in Q3 2025.
  • 362 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Holos Integrated Wealth's 13F filing for Q2 2026, filed 15 Jul 2026.