Mayfair Advisory Group’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

Mayfair Advisory Group’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	$240K	Hold	823	–	–	0.07%	160
2026 Q2	$241K	Sell	823 -33	-4%	-$9.5K	0.07%	162
2026 Q1	$220K	Hold	856	–	–	0.08%	160
2025 Q4	$241K	Sell	856 -39	-4%	-$11.2K	0.09%	153
2025 Q3	$263K	Hold	895	–	–	0.11%	152
2025 Q2	$255K	Hold	895	–	–	0.12%	148
2025 Q1	$219K	Hold	895	–	–	0.13%	143
2024 Q4	$227K	Hold	895	–	–	0.13%	140
2024 Q3	$219K	Hold	895	–	–	0.14%	140
2024 Q2	$211K	Buy	895 +1	+0.1%	+$229	0.14%	132
2024 Q1	$211K	Buy	+894	New	+$200K	0.15%	132
2022 Q2	–	Sell	-1,587	Closed	-$356K	–	127
2022 Q1	$356K	Hold	1,587	–	–	0.46%	56
2021 Q4	$378K	Hold	1,587	–	–	0.5%	48
2021 Q3	$372K	Hold	1,587	–	–	0.57%	45
2021 Q2	$375K	Buy	1,587 +310	+24%	+$69.5K	0.59%	45
2021 Q1	$279K	Buy	+1,277	New	+$277K	0.5%	55

Other funds holding VOT

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

PNC Financial Services Group Pittsburgh, Pennsylvania $191B AUM 30.51% 1-Year Est. Return

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

LPL Financial San Diego, California $468B AUM 17.69% 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

Truist Financial Charlotte, North Carolina $84.4B AUM 20.16% 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

Mayfair Advisory Group's VOT Position: Q3 2026 in Review

Mayfair Advisory Group held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 823 shares worth $240K. The position accounts for 0.07% of the portfolio, ranked #160.

Mayfair Advisory Group first reported a position in VOT in Q1 2021 and has held it in 16 quarters since. The position peaked at $378K in Q4 2021. 738 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

Mayfair Advisory Group held 823 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $240K as of Q3 2026.
Mayfair Advisory Group left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.07% of Mayfair Advisory Group's portfolio in Q3 2026, its #160 holding.
Mayfair Advisory Group first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2021 and has held it in 16 quarters since.
Mayfair Advisory Group's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $378K in Q4 2021.
738 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on Mayfair Advisory Group's 13F filing for Q3 2026, filed 20 Oct 2026.