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Legacy Financial Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Legacy Financial 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 		$276K Hold
901
– – 0.03% 359
2026
Q1 		$232K Hold
901
– – 0.03% 370
2025
Q4 		$252K Buy
+901
New +$258K 0.03% 348

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
VIA
Vantagepoint Investment Advisers Washington, District of Columbia $13.4B AUM 22.25% 1-Year Est. Return
Envestnet Asset Management
Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return
SGAM
Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return
Commonwealth Equity Services
Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 1-Year Est. Return
Truist Financial
Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 1-Year Est. Return
ML
McAdam LLC Philadelphia, Pennsylvania $2.59B AUM 21.24% 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

Legacy Financial Advisors's VOT Position: Q2 2026 in Review

Legacy Financial Advisors held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 901 shares worth $276K. The position accounts for 0.03% of the portfolio, ranked #359.

Legacy Financial Advisors first reported a position in VOT in Q4 2025 and has held it in 3 quarters since. 694 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • Legacy Financial Advisors held 901 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $276K as of Q2 2026.
  • Legacy Financial Advisors left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q2 2026.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of Legacy Financial Advisors's portfolio in Q2 2026, its #359 holding.
  • Legacy Financial Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2025 and has held it in 3 quarters since.
  • 694 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Legacy Financial Advisors's 13F filing for Q2 2026, filed 5 Aug 2026.