Lodestone Wealth Management
VOT icon

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

Lodestone 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 		$606K Buy
2,074
+187
+10% +$56K 0.2% 103
2026
Q2 		$578K Buy
1,887
+356
+23% +$103K 0.2% 106
2026
Q1 		$394K Buy
1,531
+175
+13% +$48K 0.16% 121
2025
Q4 		$379K Buy
1,356
+25
+2% +$7.16K 0.15% 122
2025
Q3 		$391K Buy
1,331
+36
+3% +$10.4K 0.18% 118
2025
Q2 		$368K Buy
1,295
+186
+17% +$48K 0.18% 115
2025
Q1 		$271K Buy
1,109
+29
+3% +$7.54K 0.14% 127
2024
Q4 		$274K Buy
1,080
+8
+0.7% +$2.06K 0.14% 123
2024
Q3 		$261K Sell
1,072
-57
-5% -$13.3K 0.13% 124
2024
Q2 		$259K Buy
+1,129
New +$259K 0.14% 131

Other funds holding VOT

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 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
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

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

Lodestone Wealth Management increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 9.9% in Q3 2026, buying an estimated $56K and bringing the position to 2,074 shares worth $606K. The position accounts for 0.2% of the portfolio, ranked #103.

Lodestone Wealth Management first reported a position in VOT in Q2 2024 and has held it in 10 quarters since. 739 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • Lodestone Wealth Management held 2,074 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $606K as of Q3 2026.
  • Lodestone Wealth Management bought 187 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $56K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.2% of Lodestone Wealth Management's portfolio in Q3 2026, its #103 holding.
  • Lodestone Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q2 2024 and has held it in 10 quarters since.
  • 739 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Lodestone Wealth Management's 13F filing for Q3 2026, filed 14 Oct 2026.