McGlone Suttner Wealth Management’s Vanguard Morningstar Mid-Cap Growth ETF VOT Stock Holding History

McGlone Suttner Wealth 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	$223K	Hold	762	–	–	0.03%	186
2026 Q2	$233K	Buy	+762	New	+$220K	0.03%	185
2026 Q1	–	Sell	-918	Closed	-$256K	–	202
2025 Q4	$256K	Buy	918 +1	+0.1%	+$286	0.03%	169
2025 Q3	$269K	Buy	917 +2	+0.2%	+$577	0.04%	173
2025 Q2	$260K	Sell	915 -410	-31%	-$106K	0.04%	167
2025 Q1	$324K	Buy	+1,325	New	+$345K	0.05%	146
2024 Q1	–	Sell	-246	Closed	-$54.1K	–	756
2023 Q4	$54.1K	Buy	+246	New	+$49.2K	0.01%	280

Other funds holding VOT

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

UBS Group Zurich, Switzerland $765B AUM 28.39% 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

Fidelity Investments Boston, Massachusetts $2.32T AUM 44.66% 1-Year Est. Return

McGlone Suttner Wealth Management's VOT Position: Q3 2026 in Review

McGlone Suttner Wealth Management held its Vanguard Morningstar Mid-Cap Growth ETF (VOT) position steady in Q3 2026 at 762 shares worth $223K. The position accounts for 0.03% of the portfolio, ranked #186.

McGlone Suttner Wealth Management first reported a position in VOT in Q4 2023 and has held it in 7 quarters since. The position peaked at $324K in Q1 2025. 785 funds tracked by Wall St. Rank hold VOT as of Q3 2026.

McGlone Suttner Wealth Management held 762 shares of Vanguard Morningstar Mid-Cap Growth ETF worth $223K as of Q3 2026.
McGlone Suttner Wealth Management left its Vanguard Morningstar Mid-Cap Growth ETF share count unchanged in Q3 2026.
Vanguard Morningstar Mid-Cap Growth ETF made up 0.03% of McGlone Suttner Wealth Management's portfolio in Q3 2026, its #186 holding.
McGlone Suttner Wealth Management first reported a position in Vanguard Morningstar Mid-Cap Growth ETF in Q4 2023 and has held it in 7 quarters since.
McGlone Suttner Wealth Management's Vanguard Morningstar Mid-Cap Growth ETF position peaked at $324K in Q1 2025.
785 funds tracked by Wall St. Rank held Vanguard Morningstar Mid-Cap Growth ETF as of Q3 2026.

Based on McGlone Suttner Wealth Management's 13F filing for Q3 2026, filed 13 Oct 2026.