Martel Wealth Advisors’s Vanguard Mid-Cap Growth ETF VOT Stock Holding History

Martel Wealth 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	$299K	Hold	975	–	–	0.05%	48
2026 Q1	$251K	Hold	975	–	–	0.04%	66
2025 Q4	$272K	Hold	975	–	–	0.05%	62
2025 Q3	$286K	Hold	975	–	–	0.05%	59
2025 Q2	$277K	Hold	975	–	–	0.05%	58
2025 Q1	$238K	Hold	975	–	–	0.05%	64
2024 Q4	$247K	Sell	975 -2	-0.2%	-$515	0.05%	63
2024 Q3	$239K	Buy	977 +2	+0.2%	+$466	0.05%	47
2024 Q2	$224K	Hold	975	–	–	0.05%	49
2024 Q1	$230K	Hold	975	–	–	0.05%	49
2023 Q4	$214K	Buy	+975	New	+$195K	0.05%	53
2023 Q3	–	Sell	-975	Closed	-$201K	–	53
2023 Q2	$201K	Buy	+975	New	+$189K	0.05%	54
2022 Q2	–	Sell	-973	Closed	-$217K	–	50
2022 Q1	$217K	Buy	973 +1	+0.1%	+$221	0.05%	48
2021 Q4	$247K	Buy	972 +1	+0.1%	+$252	0.06%	44
2021 Q3	$229K	Buy	971 +1	+0.1%	+$242	0.06%	44
2021 Q2	$229K	Buy	970 +1	+0.1%	+$224	0.06%	45
2021 Q1	$208K	Buy	969 +1	+0.1%	+$217	0.06%	44
2020 Q4	$205K	Buy	+968	New	+$191K	0.06%	44

Other funds holding VOT

SGAM

Stephens Group Asset Management Little Rock, Arkansas $1.77B AUM 17.59% 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

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

CSP

Cary Street Partners Richmond, Virginia $4.58B AUM 24% 1-Year Est. Return

Wealth Enhancement Advisory Services Plymouth, Minnesota $59.8B AUM 29.42% 1-Year Est. Return

IWA

Inspirion Wealth Advisors Libertyville, Illinois $874M AUM 16.23% 1-Year Est. Return

Martel Wealth Advisors's VOT Position: Q2 2026 in Review

Martel Wealth Advisors held its Vanguard Mid-Cap Growth ETF (VOT) position steady in Q2 2026 at 975 shares worth $299K. The position accounts for 0.05% of the portfolio, ranked #48.

Martel Wealth Advisors first reported a position in VOT in Q4 2020 and has held it in 18 quarters since. 200 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

Martel Wealth Advisors held 975 shares of Vanguard Mid-Cap Growth ETF worth $299K as of Q2 2026.
Martel Wealth Advisors left its Vanguard Mid-Cap Growth ETF share count unchanged in Q2 2026.
Vanguard Mid-Cap Growth ETF made up 0.05% of Martel Wealth Advisors's portfolio in Q2 2026, its #48 holding.
Martel Wealth Advisors first reported a position in Vanguard Mid-Cap Growth ETF in Q4 2020 and has held it in 18 quarters since.
200 funds tracked by Wall St. Rank held Vanguard Mid-Cap Growth ETF as of Q2 2026.

Based on Martel Wealth Advisors's 13F filing for Q2 2026, filed 13 Jul 2026.