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Juncture Wealth Strategies’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Juncture Wealth Strategies’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 		$3.68M Sell
12,028
-829
-6% -$239K 0.96% 23
2026
Q1 		$3.31M Sell
12,857
-262
-2% -$71.9K 1.11% 17
2025
Q4 		$3.66M Sell
13,119
-910
-6% -$260K 1.21% 15
2025
Q3 		$4.12M Sell
14,029
-1,919
-12% -$554K 1.38% 14
2025
Q2 		$4.54M Sell
15,948
-2,217
-12% -$572K 1.61% 12
2025
Q1 		$4.44M Buy
18,165
+243
+1% +$63.2K 1.73% 10
2024
Q4 		$4.55M Buy
17,922
+581
+3% +$150K 1.69% 10
2024
Q3 		$4.22M Buy
17,341
+1,238
+8% +$288K 1.63% 12
2024
Q2 		$3.7M Buy
16,103
+2,009
+14% +$461K 1.55% 15
2024
Q1 		$3.32M Buy
14,094
+4,518
+47% +$1.01M 1.43% 16
2023
Q4 		$2.1M Buy
9,576
+285
+3% +$57K 0.95% 26
2023
Q3 		$1.81M Buy
9,291
+4,452
+92% +$909K 0.88% 27
2023
Q2 		$996K Buy
4,839
+116
+2% +$22.5K 0.47% 37
2023
Q1 		$920K Sell
4,723
-1,238
-21% -$237K 0.45% 42
2022
Q4 		$1.07M Sell
5,961
-936
-14% -$170K 0.51% 36
2022
Q3 		$1.18M Sell
6,897
-1,539
-18% -$291K 0.59% 34
2022
Q2 		$1.48M Buy
8,436
+3,737
+80% +$723K 0.73% 31
2022
Q1 		$1.05M Sell
4,699
-545
-10% -$120K 0.5% 41
2021
Q4 		$1.33M Sell
5,244
-216
-4% -$54.4K 0.64% 37
2021
Q3 		$1.29M Sell
5,460
-282
-5% -$68.3K 0.68% 31
2021
Q2 		$1.39M Sell
5,742
-6,013
-51% -$1.35M 0.8% 27
2021
Q1 		$2.49M Sell
11,755
-13,240
-53% -$2.87M 1.57% 14
2020
Q4 		$5.3M Sell
24,995
-3,930
-14% -$774K 3.36% 4
2020
Q3 		$5.21M Sell
28,925
-798
-3% -$141K 3.6% 4
2020
Q2 		$4.91M Sell
29,723
-1,820
-6% -$275K 3.7% 4
2020
Q1 		$4M Buy
31,543
+21,852
+225% +$3.32M 3.69% 5
2019
Q4 		$1.54M Sell
9,691
-35
-0.4% -$5.34K 1.2% 22
2019
Q3 		$1.44M Buy
9,726
+6,277
+182% +$940K 1.27% 24
2019
Q2 		$515K Sell
3,449
-757
-18% -$110K 0.41% 63
2019
Q1 		$600K Sell
4,206
-6,576
-61% -$885K 0.46% 54
2018
Q4 		$1.29M Sell
10,782
-7,503
-41% -$963K 0.87% 31
2018
Q3 		$2.61M Sell
18,285
-1,217
-6% -$170K 1.36% 22
2018
Q2 		$2.62M Sell
19,502
-2,226
-10% -$296K 1.4% 20
2018
Q1 		$2.82M Sell
21,728
-3,346
-13% -$440K 1.57% 16
2017
Q4 		$3.2M Sell
25,074
-11,077
-31% -$1.39M 1.8% 15
2017
Q3 		$4.4M Sell
36,151
-2,294
-6% -$273K 2.47% 12
2017
Q2 		$4.52M Buy
38,445
+2,097
+6% +$244K 2.6% 13
2017
Q1 		$4.11M Sell
36,348
-2,881
-7% -$320K 2.52% 13
2016
Q4 		$4.14M Buy
39,229
+1,202
+3% +$126K 2.87% 11
2016
Q3 		$4.05M Buy
38,027
+4,077
+12% +$431K 2.73% 12
2016
Q2 		$3.46M Buy
33,950
+4,747
+16% +$479K 2.47% 13
2016
Q1 		$2.93M Buy
29,203
+3,479
+14% +$325K 2.16% 16
2015
Q4 		$2.56M Sell
25,724
-4,237
-14% -$429K 1.91% 16
2015
Q3 		$2.91M Buy
29,961
+1,813
+6% +$189K 2.36% 14
2015
Q2 		$3M Buy
28,148
+212
+0.8% +$23K 2.44% 14
2015
Q1 		$3.02M Sell
27,936
-22,508
-45% -$2.34M 2.48% 14
2014
Q4 		$5.13M Buy
+50,444
New +$4.99M 2.46% 13

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

Juncture Wealth Strategies's VOT Position: Q2 2026 in Review

Juncture Wealth Strategies reduced its Vanguard Mid-Cap Growth ETF (VOT) stake by 6.4% in Q2 2026, selling an estimated $239K and leaving 12,028 shares worth $3.68M. The position accounts for 0.96% of the portfolio, ranked #23.

Juncture Wealth Strategies first reported a position in VOT in Q4 2014 and has held it in 47 quarters since. The position peaked at $5.3M in Q4 2020. 401 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Juncture Wealth Strategies held 12,028 shares of Vanguard Mid-Cap Growth ETF worth $3.68M as of Q2 2026.
  • Juncture Wealth Strategies sold 829 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $239K.
  • Vanguard Mid-Cap Growth ETF made up 0.96% of Juncture Wealth Strategies's portfolio in Q2 2026, its #23 holding.
  • Juncture Wealth Strategies first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2014 and has held it in 47 quarters since.
  • Juncture Wealth Strategies's Vanguard Mid-Cap Growth ETF position peaked at $5.3M in Q4 2020.
  • 401 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Juncture Wealth Strategies's 13F filing for Q2 2026, filed 9 Jul 2026.