McAdam LLC
VOT icon

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
Q3 		$70M Buy
239,740
+3,995
+2% +$1.2M 2.63% 9
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

AssetMark Inc
AssetMark Inc Concord, California $59.5B AUM 15.92% 1-Year Est. Return
Stephens Group Asset Management
Stephens Group Asset Management Little Rock, Arkansas $1.75B AUM 9.58% 1-Year Est. Return
Everhart Financial Group
Everhart Financial Group Dublin, Ohio $1.62B AUM 25.73% 1-Year Est. Return
Orgel Wealth Management
Orgel Wealth Management Altoona, Wisconsin $5.3B AUM 8.93% 1-Year Est. Return
Avior Wealth Management
Avior Wealth Management Omaha, Nebraska $3.79B AUM 15.36% 1-Year Est. Return
Farther Finance Advisors
Farther Finance Advisors San Francisco, California $14.2B AUM 18.33% 1-Year Est. Return
Trust Company
Trust Company Manhattan, Kansas $1.15B AUM 7.83% 1-Year Est. Return
KWMG LLC
KWMG LLC Overland Park, Kansas $1.39B AUM 24.28% 1-Year Est. Return
Wealth Enhancement Advisory Services
Wealth Enhancement Advisory Services Plymouth, Minnesota $67.3B AUM 21.9% 1-Year Est. Return
Rodgers & Associates
Rodgers & Associates Lancaster, Pennsylvania $1.06B AUM 10.66% 1-Year Est. Return

McAdam LLC's VOT Position: Q3 2026 in Review

McAdam LLC increased its Vanguard Morningstar Mid-Cap Growth ETF (VOT) stake by 1.7% in Q3 2026, buying an estimated $1.2M and bringing the position to 239,740 shares worth $70M. The position accounts for 2.63% of the portfolio, ranked #9.

McAdam LLC first reported a position in VOT in Q1 2018 and has held it in 27 quarters since. The position peaked at $72.2M in Q2 2026. 266 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

  • McAdam LLC held 239,740 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $70M as of Q3 2026.
  • McAdam LLC bought 3,995 Vanguard Morningstar Mid-Cap Growth ETF shares in Q3 2026, an estimated $1.2M.
  • Vanguard Morningstar Mid-Cap Growth ETF made up 2.63% of McAdam LLC's portfolio in Q3 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 27 quarters since.
  • McAdam LLC's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $72.2M in Q2 2026.
  • 266 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on McAdam LLC's 13F filing for Q3 2026, filed 21 Oct 2026.