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McAdam LLC’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

McAdam LLC’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 		$72.2M Buy
235,745
+26,994
+13% +$7.79M 2.79% 9
2026
Q1 		$53.7M Buy
208,751
+5,546
+3% +$1.52M 2.42% 8
2025
Q4 		$56.7M Buy
203,205
+9,583
+5% +$2.74M 2.6% 8
2025
Q3 		$56.9M Buy
193,622
+7,312
+4% +$2.11M 2.8% 7
2025
Q2 		$53M Buy
186,310
+5,183
+3% +$1.34M 2.9% 6
2025
Q1 		$44.3M Sell
181,127
-3,530
-2% -$918K 2.74% 9
2024
Q4 		$46.9M Buy
184,657
+5,668
+3% +$1.46M 2.56% 8
2024
Q3 		$43.6M Sell
178,989
-4,934
-3% -$1.15M 2.44% 9
2024
Q2 		$42.2M Buy
183,923
+15,767
+9% +$3.62M 2.54% 9
2024
Q1 		$39.6M Buy
168,156
+14,903
+10% +$3.34M 2.54% 9
2023
Q4 		$33.6M Buy
153,253
+10,059
+7% +$2.01M 2.43% 9
2023
Q3 		$27.9M Buy
143,194
+16,629
+13% +$3.4M 2.29% 9
2023
Q2 		$26M Buy
126,565
+15,388
+14% +$2.98M 2.15% 9
2023
Q1 		$21.7M Buy
111,177
+48,480
+77% +$9.28M 1.95% 9
2022
Q4 		$16M Sell
62,697
-25,664
-29% -$4.65M 1.57% 12
2022
Q3 		$15.1M Buy
88,361
+13,189
+18% +$2.5M 1.63% 11
2022
Q2 		$13.2M Sell
75,172
-4,508
-6% -$873K 1.39% 13
2022
Q1 		$17.8M Buy
79,680
+16,983
+27% +$3.75M 1.68% 12
2021
Q4 		$16M Buy
62,697
+11,830
+23% +$2.98M 1.57% 12
2021
Q3 		$12M Buy
50,867
+8,921
+21% +$2.16M 1.34% 15
2021
Q2 		$10.1M Buy
41,946
+22,005
+110% +$4.94M 1.15% 16
2021
Q1 		$4.28M Buy
19,941
+10,169
+104% +$2.21M 0.6% 28
2020
Q4 		$2.12M Buy
+9,772
New +$1.92M 0.33% 44
2018
Q4 		– Sell
-506
Closed -$71K – 603
2018
Q3 		$71K Sell
506
-29
-5% -$4.06K 0.03% 141
2018
Q2 		$72K Sell
535
-196
-27% -$26K 0.03% 124
2018
Q1 		$95K Buy
+731
New +$96K 0.04% 102

Other funds holding VOT

Morgan Stanley
Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return
AssetMark Inc
AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return
Bank of America
Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return
EWA
EP Wealth Advisors Torrance, California $26.2B AUM
Wells Fargo
Wells Fargo San Francisco, California $617B AUM 30.33% 1-Year Est. Return
Royal Bank of Canada
Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return
UBS Group
UBS Group Zurich, Switzerland $786B AUM 40.34% 1-Year Est. Return
PNC Financial Services Group
PNC Financial Services Group Pittsburgh, Pennsylvania $202B AUM 37.79% 1-Year Est. Return
TI
Truepoint Inc Cincinnati, Ohio $4.79B AUM 16.42% 1-Year Est. Return
Jones Financial Companies
Jones Financial Companies Des Peres, Missouri $250B AUM 21.32% 1-Year Est. Return

McAdam LLC's VOT Position: Q2 2026 in Review

McAdam LLC increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 13% in Q2 2026, buying an estimated $7.79M and bringing the position to 235,745 shares worth $72.2M. The position accounts for 2.79% of the portfolio, ranked #9.

McAdam LLC first reported a position in VOT in Q1 2018 and has held it in 26 quarters since. 1,099 funds tracked by Wall St. Rank hold VOT as of Q2 2026.

  • McAdam LLC held 235,745 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $72.2M as of Q2 2026.
  • McAdam LLC bought 26,994 Vanguard Morningstar Mid-Cap Growth ETF shares in Q2 2026, an estimated $7.79M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 2.79% of McAdam LLC's portfolio in Q2 2026, its #9 holding.
  • McAdam LLC first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q1 2018 and has held it in 26 quarters since.
  • 1,099 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q2 2026.

Based on McAdam LLC's 13F filing for Q2 2026, filed 4 Aug 2026.