LeConte Wealth Management
VOT icon

LeConte Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

LeConte Wealth Management’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 		$2.72M Sell
9,307
-975
-9% -$292K 1.45% 17
2026
Q2 		$3.15M Buy
10,282
+778
+8% +$224K 1.72% 13
2026
Q1 		$2.45M Buy
9,504
+8,711
+1,098% +$2.39M 1.58% 14
2025
Q4 		$221K Sell
793
-45
-5% -$12.9K 0.14% 121
2025
Q3 		$246K Sell
838
-4,163
-83% -$1.2M 0.16% 96
2025
Q2 		$1.42M Buy
5,001
+399
+9% +$103K 0.96% 19
2025
Q1 		$1.13M Buy
+4,602
New +$1.2M 0.72% 17

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Vantagepoint Investment Advisers
Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 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
McAdam LLC
McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

LeConte Wealth Management's VOT Position: Q3 2026 in Review

LeConte Wealth Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 9.5% in Q3 2026, selling an estimated $292K and leaving 9,307 shares worth $2.72M. The position accounts for 1.45% of the portfolio, ranked #17.

LeConte Wealth Management first reported a position in VOT in Q1 2025 and has held it in 7 quarters since. The position peaked at $3.15M in Q2 2026. 384 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • LeConte Wealth Management held 9,307 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $2.72M as of Q3 2026.
  • LeConte Wealth Management sold 975 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $292K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 1.45% of LeConte Wealth Management's portfolio in Q3 2026, its #17 holding.
  • LeConte Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2025 and has held it in 7 quarters since.
  • LeConte Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $3.15M in Q2 2026.
  • 384 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on LeConte Wealth Management's 13F filing for Q3 2026, filed 20 Oct 2026.