JWCA
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J.W. Cole Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

J.W. Cole 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 		$4.24M Buy
+13,859
New +$4M 0.07% 278
2026
Q1 		– Sell
-14,198
Closed -$2.37M – 1466
2025
Q4 		$2.37M Sell
14,198
-87
-0.6% -$24.9K 0.06% 334
2025
Q3 		$4.2M Buy
14,285
+174
+1% +$50.2K 0.08% 244
2025
Q2 		$4.01M Buy
14,111
+6,607
+88% +$1.7M 0.09% 232
2025
Q1 		$1.84M Sell
7,504
-2,302
-23% -$599K 0.06% 348
2024
Q4 		$2.49M Buy
9,806
+229
+2% +$58.9K 0.1% 204
2024
Q3 		$2.33M Sell
9,577
-384
-4% -$89.4K 0.1% 215
2024
Q2 		$2.29M Sell
9,961
-179
-2% -$41K 0.11% 196
2024
Q1 		$2.39M Buy
10,140
+385
+4% +$86.3K 0.12% 183
2023
Q4 		$2.14M Buy
9,755
+1,079
+12% +$216K 0.13% 183
2023
Q3 		$1.69M Buy
8,676
+141
+2% +$28.8K 0.12% 181
2023
Q2 		$1.76M Sell
8,535
-619
-7% -$120K 0.13% 180
2023
Q1 		$1.78M Sell
9,154
-777
-8% -$149K 0.13% 187
2022
Q4 		$1.79M Buy
9,931
+738
+8% +$134K 0.14% 178
2022
Q3 		$1.57M Sell
9,193
-84
-0.9% -$15.9K 0.13% 187
2022
Q2 		$1.63M Buy
9,277
+202
+2% +$39.1K 0.13% 184
2022
Q1 		$2.02M Sell
9,075
-140
-2% -$30.9K 0.14% 174
2021
Q4 		$2.35M Sell
9,215
-375,466
-98% -$94.6M 0.15% 160
2021
Q3 		$76.6M Buy
384,681
+376,992
+4,903% +$91.3M 5.48% 2
2021
Q2 		$1.82M Buy
7,689
+231
+3% +$51.8K 0.14% 169
2021
Q1 		$1.6M Buy
7,458
+1,246
+20% +$270K 0.15% 162
2020
Q4 		$1.32M Buy
6,212
+2,616
+73% +$515K 0.14% 184
2020
Q3 		$648K Buy
+3,596
New +$634K 0.05% 353
2020
Q1 		– Sell
-4,386
Closed -$696K – 497
2019
Q4 		$696K Buy
+4,386
New +$669K 0.09% 240

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
RA
Rodgers & Associates Lancaster, Pennsylvania $1.1B AUM 20.77% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

J.W. Cole Advisors's VOT Position: Q2 2026 in Review

J.W. Cole Advisors opened a new position in Vanguard Mid-Cap Growth ETF (VOT) in Q2 2026: 13,859 shares worth $4.24M. The stake represents 0.07% of the portfolio and ranks #278 among its holdings. This is a return to the name: J.W. Cole Advisors previously reported a position in VOT as recently as Q4 2025.

J.W. Cole Advisors first reported a position in VOT in Q4 2019 and has held it in 24 quarters since. The position peaked at $76.6M in Q3 2021. 255 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • J.W. Cole Advisors held 13,859 shares of Vanguard Mid-Cap Growth ETF worth $4.24M as of Q2 2026.
  • Vanguard Mid-Cap Growth ETF was a new J.W. Cole Advisors position in Q2 2026.
  • Vanguard Mid-Cap Growth ETF made up 0.07% of J.W. Cole Advisors's portfolio in Q2 2026, its #278 holding.
  • J.W. Cole Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2019 and has held it in 24 quarters since.
  • J.W. Cole Advisors's Vanguard Mid-Cap Growth ETF position peaked at $76.6M in Q3 2021.
  • 255 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on J.W. Cole Advisors's 13F filing for Q2 2026, filed 21 Jul 2026.