Madison Park Capital Advisors’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Madison Park Capital 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	$505K	Buy	1,665 +69	+4%	+$19.9K	0.36%	38
2026 Q1	$411K	Buy	1,596 +115	+8%	+$31.6K	0.32%	38
2025 Q4	$413K	Buy	1,481 +5	+0.3%	+$1.43K	0.34%	37
2025 Q3	$434K	Buy	1,476 +2	+0.1%	+$577	0.36%	34
2025 Q2	$419K	Hold	1,474	–	–	0.35%	36
2025 Q1	$361K	Buy	1,474 +3	+0.2%	+$780	0.32%	38
2024 Q4	$373K	Buy	1,471 +623	+73%	+$160K	0.3%	43
2024 Q3	$207K	Buy	+848	New	+$197K	0.15%	67
2024 Q2	–	Sell	-854	Closed	-$201K	–	80
2024 Q1	$201K	Buy	+854	New	+$191K	0.18%	66

Other funds holding VOT

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return

SGAM

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

Commonwealth Equity Services Waltham, Massachusetts $79.5B AUM 27.1% 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

Madison Park Capital Advisors's VOT Position: Q2 2026 in Review

Madison Park Capital Advisors increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 4.3% in Q2 2026, buying an estimated $19.9K and bringing the position to 1,665 shares worth $505K. The position accounts for 0.36% of the portfolio, ranked #38.

Madison Park Capital Advisors first reported a position in VOT in Q1 2024 and has held it in 9 quarters since. 531 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Madison Park Capital Advisors held 1,665 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $505K as of Q2 2026.
Madison Park Capital Advisors bought 69 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $19.9K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.36% of Madison Park Capital Advisors's portfolio in Q2 2026, its #38 holding.
Madison Park Capital Advisors first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2024 and has held it in 9 quarters since.
531 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on Madison Park Capital Advisors's 13F filing for Q2 2026, filed 7 Jul 2026.