Larson Financial Group
VOT icon

Larson Financial Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Larson Financial Group’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 		$334K Buy
1,144
+13
+1% +$3.89K 0.01% 751
2026
Q2 		$346K Buy
1,131
+82
+8% +$23.7K 0.01% 660
2026
Q1 		$270K Buy
1,049
+12
+1% +$3.29K 0.01% 632
2025
Q4 		$289K Buy
1,037
+213
+26% +$61K 0.01% 611
2025
Q3 		$242K Sell
824
-491
-37% -$142K 0.01% 643
2025
Q2 		$374K Buy
1,315
+634
+93% +$163K 0.02% 511
2025
Q1 		$167K Sell
681
-5
-0.7% -$1.3K 0.01% 665
2024
Q4 		$174K Sell
686
-344
-33% -$88.5K 0.01% 603
2024
Q3 		$251K Buy
1,030
+44
+4% +$10.2K 0.01% 520
2024
Q2 		$226K Sell
986
-35
-3% -$8.03K 0.02% 426
2024
Q1 		$241K Sell
1,021
-27
-3% -$6.05K 0.02% 358
2023
Q4 		$230K Sell
1,048
-78
-7% -$15.6K 0.02% 323
2023
Q3 		$219K Sell
1,126
-174
-13% -$35.5K 0.02% 304
2023
Q2 		$268K Sell
1,300
-53
-4% -$10.3K 0.03% 272
2023
Q1 		$264K Sell
1,353
-162
-11% -$31K 0.03% 280
2022
Q4 		$272K Buy
1,515
+937
+162% +$170K 0.03% 259
2022
Q3 		$99K Buy
578
+230
+66% +$43.5K 0.01% 359
2022
Q2 		$61K Sell
348
-78
-18% -$15.1K 0.01% 332
2022
Q1 		$95K Sell
426
-1
-0.2% -$221 0.02% 279
2021
Q4 		$109K Buy
427
+1
+0.2% +$252 0.02% 260
2021
Q3 		$101K Buy
426
+164
+63% +$39.7K 0.02% 207
2021
Q2 		$62K Buy
262
+4
+2% +$897 0.01% 243
2021
Q1 		$55K Buy
258
+162
+169% +$35.1K 0.02% 243
2020
Q4 		$20K Buy
96
+81
+540% +$16K 0.01% 376
2020
Q3 		$3K Sell
15
-18
-55% -$3.17K ﹤0.01% 573
2020
Q2 		$5K Sell
33
-3
-8% -$454 ﹤0.01% 494
2020
Q1 		$5K Buy
36
+13
+57% +$1.97K ﹤0.01% 376
2019
Q4 		$4K Buy
23
+10
+77% +$1.53K ﹤0.01% 404
2019
Q3 		$2K Sell
13
-44
-77% -$6.59K ﹤0.01% 449
2019
Q2 		$8K Buy
57
+28
+97% +$4.08K 0.01% 273
2019
Q1 		$4K Buy
29
+2
+7% +$269 ﹤0.01% 331
2018
Q4 		$3K Buy
+27
New +$3.47K ﹤0.01% 338

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $765B AUM 28.39% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return
LPL Financial
LPL Financial San Diego, California $468B AUM 17.69% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Busey Bank
Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 1-Year Est. Return
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Fidelity Investments
Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

Larson Financial Group's VOT Position: Q3 2026 in Review

Larson Financial Group increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.1% in Q3 2026, buying an estimated $3.89K and bringing the position to 1,144 shares worth $334K. The position accounts for 0.01% of the portfolio, ranked #751.

Larson Financial Group first reported a position in VOT in Q4 2018 and has held it in 32 quarters since. The position peaked at $374K in Q2 2025. 785 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Larson Financial Group held 1,144 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $334K as of Q3 2026.
  • Larson Financial Group bought 13 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $3.89K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.01% of Larson Financial Group's portfolio in Q3 2026, its #751 holding.
  • Larson Financial Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2018 and has held it in 32 quarters since.
  • Larson Financial Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $374K in Q2 2025.
  • 785 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Larson Financial Group's 13F filing for Q3 2026, filed 5 Nov 2026.