Lodestone Wealth Management’s Vanguard 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 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

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 1-Year Est. Return

Truist Financial Charlotte, North Carolina $83.7B AUM 27.22% 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

KAS

Kestra Advisory Services Austin, Texas $31B AUM 28.39% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.11B AUM 13.1% 1-Year Est. Return

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

Lodestone Wealth Management's VOT Position: Q2 2026 in Review

Lodestone Wealth Management increased its Vanguard Mid-Cap Growth ETF (VOT) stake by 23% in Q2 2026, buying an estimated $103K and bringing the position to 1,887 shares worth $578K. The position accounts for 0.2% of the portfolio, ranked #106.

Lodestone Wealth Management first reported a position in VOT in Q2 2024 and has held it in 9 quarters since. 451 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Lodestone Wealth Management held 1,887 shares of Vanguard Mid-Cap Growth ETF worth $578K as of Q2 2026.
Lodestone Wealth Management bought 356 Vanguard Mid-Cap Growth ETF shares in Q2 2026, an estimated $103K.
Vanguard Mid-Cap Growth ETF made up 0.2% of Lodestone Wealth Management's portfolio in Q2 2026, its #106 holding.
Lodestone Wealth Management first reported a position in Vanguard Mid-Cap Growth ETF in Q2 2024 and has held it in 9 quarters since.
451 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Lodestone Wealth Management's 13F filing for Q2 2026, filed 24 Jul 2026.