Holos Integrated Wealth’s Vanguard Morningstar 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 Q3	$154K	Hold	532	–	–	0.07%	100
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

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return

Holos Integrated Wealth's VOT Position: Q3 2026 in Review

Holos Integrated Wealth held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 532 shares worth $154K. The position accounts for 0.07% of the portfolio, ranked #100.

Holos Integrated Wealth first reported a position in VOT in Q4 2024 and has held it in 8 quarters since. The position peaked at $172K in Q3 2025. 344 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Holos Integrated Wealth held 532 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $154K as of Q3 2026.
Holos Integrated Wealth left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Holos Integrated Wealth's portfolio in Q3 2026, its #100 holding.
Holos Integrated Wealth first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
Holos Integrated Wealth's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $172K in Q3 2025.
344 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Holos Integrated Wealth's 13F filing for Q3 2026, filed 23 Oct 2026.