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

LWM 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
Q3 		$372K Buy
1,273
+49
+4% +$14.7K 0.28% 22
2026
Q2 		$375K Buy
1,224
+14
+1% +$4.04K 0.28% 22
2026
Q1 		$311K Buy
1,210
+28
+2% +$7.68K 0.27% 25
2025
Q4 		$330K Hold
1,182
– – 0.29% 22
2025
Q3 		$347K Sell
1,182
-2
-0.2% -$577 0.31% 18
2025
Q2 		$337K Hold
1,184
– – 0.32% 18
2025
Q1 		$303K Buy
1,184
+199
+20% +$51.7K 0.31% 18
2024
Q4 		$250K Buy
+985
New +$254K 0.25% 21

Other funds holding VOT

EFG
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
FFA
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
KL
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
GFA
Gladwyn Financial Advisors Chantilly, Virginia $157M AUM 9.15% 1-Year Est. Return
MPWT
MassMutual Private Wealth & Trust Windsor, Connecticut $3.79B AUM 19.33% 1-Year Est. Return
BF
Baring Financial Bellingham, Washington $187M AUM 14.47% 1-Year Est. Return
CI
CX Institutional Auburn, Indiana $3.69B AUM 15.82% 1-Year Est. Return
TAM
Titleist Asset Management San Antonio, Texas $1.55B AUM 13.34% 1-Year Est. Return
WETS
Wealth Enhancement Trust Services Sioux Falls, South Dakota $937M AUM 18.56% 1-Year Est. Return
MNBTD
Moody National Bank Trust Division Galveston, Texas $1.21B AUM 28.25% 1-Year Est. Return

LWM Advisors's VOT Position: Q3 2026 in Review

LWM Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4% in Q3 2026, buying an estimated $14.7K and bringing the position to 1,273 shares worth $372K. The position accounts for 0.28% of the portfolio, ranked #22.

LWM Advisors first reported a position in VOT in Q4 2024 and has held it in 8 quarters since. The position peaked at $375K in Q2 2026. 48 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • LWM Advisors held 1,273 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $372K as of Q3 2026.
  • LWM Advisors bought 49 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $14.7K.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 0.28% of LWM Advisors's portfolio in Q3 2026, its #22 holding.
  • LWM Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2024 and has held it in 8 quarters since.
  • LWM Advisors's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $375K in Q2 2026.
  • 48 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on LWM Advisors's 13F filing for Q3 2026, filed 8 Oct 2026.