Mainstream Capital Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Mainstream Capital 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	$1.26M	Sell	4,315 -1,449	-25%	-$434K	0.74%	40
2026 Q2	$1.77M	Sell	5,764 -16	-0.3%	-$4.62K	1.06%	32
2026 Q1	$1.49M	Sell	5,780 -37	-0.6%	-$10.2K	1%	30
2025 Q4	$1.62M	Sell	5,817 -469	-7%	-$134K	1.06%	26
2025 Q3	$1.85M	Sell	6,286 -145	-2%	-$41.8K	1.23%	20
2025 Q2	$1.83M	Sell	6,431 -30	-0.5%	-$7.74K	1.33%	19
2025 Q1	$1.58M	Sell	6,461 -163	-2%	-$42.4K	1.25%	24
2024 Q4	$1.68M	Hold	6,624	–	–	1.18%	23
2024 Q3	$1.61M	Buy	+6,624	New	+$1.54M	1.37%	21

Other funds holding VOT

AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return

Vantagepoint Investment Advisers Washington, District of Columbia $13.3B AUM 14.1% 1-Year Est. Return

Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return

Busey Bank Urbana, Illinois $4.17B AUM 25.7% 1-Year Est. Return

McAdam LLC Philadelphia, Pennsylvania $2.66B AUM 14.82% 1-Year Est. Return

Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return

Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return

Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return

Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return

Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return

Mainstream Capital Management's VOT Position: Q3 2026 in Review

Mainstream Capital Management reduced its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 25% in Q3 2026, selling an estimated $434K and leaving 4,315 shares worth $1.26M. The position accounts for 0.74% of the portfolio, ranked #40.

Mainstream Capital Management first reported a position in VOT in Q3 2024 and has held it in 9 quarters since. The position peaked at $1.85M in Q3 2025. 449 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Mainstream Capital Management held 4,315 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $1.26M as of Q3 2026.
Mainstream Capital Management sold 1,449 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $434K.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.74% of Mainstream Capital Management's portfolio in Q3 2026, its #40 holding.
Mainstream Capital Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q3 2024 and has held it in 9 quarters since.
Mainstream Capital Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $1.85M in Q3 2025.
449 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Mainstream Capital Management's 13F filing for Q3 2026, filed 23 Oct 2026.